Customizable Single File Export: Project/RIS

1. In the Reference Editor on the References menu, select Export to Zip. An export wizard is displayed.
2. Click Next.
3. Select Citavi project file or RIS file for the file format.
4. In File naming, select one of the following:

• • Project name – To retain the project name of the exported file. If you choose this option, Add date option is selected by default to include date/time information to the project file name.
  • Other – Select this option to enter a file name. If you choose this option, you can select Add date option to include date/time information to the project file name.

6. Select whether you want to export all the attachments or only the main attachments.
7. Optionally, you can choose to:

• • Select Save annotations in PDF files to include the annotations in the exported PDFs.
  • Select Refresh metadata in PDF files to replace with reference’s metadata in the exported PDFs.

8. (optional) In the Preferences to rename attachments, select one of the available attachment formats. You can either select the File option to import your own naming convention via Citation Key Template file or customize the default template by selecting the Custom option.  With the Custom option, you can change what fields are used to build the key, how they are formatted, the punctuation used, and conditional exceptions.

9. Select any required additional information such as online locations, note, and so on.

10. Select one of the following export options:

• • Compress all files in a Zip file – Click Browse and select the target folder where you want to save the compressed Zip file.
  • Save all files in a new folder – Click Browse and select the target folder where you want to save all the files.

11. Click Export.

12. When the export process shows completed status, click Close.
    All the files are saved either as a zip file or in the selected folder depending on your selection in Step 9.