Our intelligentcontract solution provides you with the tools to export all your data into a series of Excel spreadsheets and a zip file of documents for backup.
Navigate to Configuration > Manage Data > Export
Fig 1 - Export Options
Tick the options that contain the data that you wish to obtain and press [Export]
The solution will inform you that your data has been sent to the Batch Job Page - click on this link or access Batch Queue from the Navigation panel:
Fig 2 - Batch Job Notification
Fig 3 - Batch Queue on Navigation
Click on the corresponding Result file to open. You will be prompted to open or save a zip file that will contain your data in Excel sheets, and your documents will be located within a further zip file for you to open.
Fig 4 - Batch Queue File
Fig 5 - Exported Excel and Zip Files
Tip: You can tell which is the correct file by the Date Started. The latest file is at the top of the summary page; click here for more details about the Batch Queue
Note: The data exported will depend on your subscription plan. If you have a high plan that has Custom fields and subsequently drop to a lower plan that does not have Custom fields, when you Export on the lower plan, only system related field data will be included in the Export; Custom field data will not be included.