How to export my documents?

If you need to download your document, you can do so manually (one or more documents at a time) or through our integrations with Dropbox or Google docs.

1. Downloading documents manually

• Select the document you need to download

• Click 'download' icon that appears on the top of the screen

• note that the 'download icon' will not appear if you select folders.

2. Exporting documents through Dropbox or Google Docs

• Connect your Dropbox or Google Docs accounts

  

• Navigate to the folder you would like to export, click the "+" button and choose "Export your data to Google drive/Dropbox"

3. Export client portal data

• this option works only with Dropbox

• make sure your Dropbox integration is turned on (if it is not on, the 'Export to Dropbox' button will not be visible)

• Enter Portals, select your portal group and click Export to Dropbox

Notes:

• Currently there is no option to export your contacts