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Document management - filter or export PDF's without Word documents

  • 11 September 2023
  • 2 replies
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Userlevel 4

A client has requested her file. The file is complex and very large (100’s of gigabytes) due to multiple parties, extensive discovery, and multiple pending cases.

Smokeball database includes dozens of folders and subfolders with documents. What’s the best way to share the file with the client? Creating links for every folder would be time-consuming - and would cause the inclusion of many word documents that should not be included.

 

Is there a simple solution?

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Best answer by JKibler 12 September 2023, 15:46

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Userlevel 6
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I assume you have windows 10 or 11 and Microsoft 365 which includes onedrive. This is the application I use for large file sharing with external users.

I would do this:

  1.  Export entire SB file to new folder on your local PC drive named [Client].
  2. Create a batch command to remove unwanted file types ie .DOC,.DOCX,.XLSX. See these link for specifics: https://stackoverflow.com/questions/13139719/delete-all-files-of-specific-type-extension-recursively-down-a-directory-using https://www.windowscentral.com/how-create-and-run-batch-file-windows-10
  3. After files cleaned up using batch file copy or move your client export folder into onedrive. 
  4. Wait for something like 8 hours for the this large amount of files to synchronize to the onedrive server. This will vary based on your internet speed and volume of files.
  5. After synchronization is complete right click the export folder in onedrive and select the option related to sharing or getting a link. Send this link in email to client. Best practice may be to require them to create user account with login and password. Talk to IT. 
  6. Alternatively you could mail the cleaned folder to client on a USB hard drive. 
Userlevel 4

Thank you for the response. 👍

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