Export and Remove Documents Linked to an Entity Record
You can export documents linked to a contact, organization, project, or enquiry to a location outside of PIM. You choose whether to export documents from all pools linked to a record, or a subset of pools. You can also choose to remove the documents from PIM after an export.
The export location is defined in the Document Removal Settings, under Administration Zone > Document Management > Configure DMS. Document export jobs run outside of your organization's busy hours, which you set under System Configuration > PIM Configuration. When an export runs, it creates a folder hierarchy to match the hierarchy of the selected document pools.
To export documents linked to an entity record:
If you access PIM through the cloud, you must log a case with Deltek Customer Care to request access to the files after an export job has completed.