📚Feature Guides

Data Exports

## What are Data Exports? Data exports allow you to download your platform data (companies, orders, invoices, etc.) to CSV files for external analysis, reporting, or record-keeping. ## Quick Start 1. Click **New Export** 2. Select what you want to export (Companies, Orders, etc.) 3. Optionally filter by date or status 4. Click **Generate** 5. Wait for the notification that your export is ready 6. Download your CSV file ## Export Types | Type | Description | Common Use | |------|-------------|------------| | **Companies** | All client and vendor companies | Client lists, contact exports | | **Orders** | All notary orders | Sales analysis, performance reports | | **Vendors** | All vendors and subcontractors | Vendor management | | **Journal** | Notary journal entries | Compliance audits | | **Invoices** | All invoices | Financial reports, accounting | | **Users** | All agency users | User management | ## Export Status - **Pending** - Waiting to be processed - **Processing** - Being generated now - **Completed** - Ready to download - **Failed** - Encountered an error ## Need Help? - **Export taking too long?** Large exports can take several minutes. You'll be notified when ready. - **Download link expired?** Links expire after 7 days. Create a new export. - **Export failed?** Try with fewer filters or a smaller date range.