Data and Document Backups
Important Note: For security reasons, users designated as Account Owner and Admins can access the download all your contracts and data. This feature is not available to Account Managers or any other user roles.
To download all your contracts and data, select Settings (top right) and then scroll down until you see the following buttons at the bottom of the page:
Selecting the "Documents" button downloads to your local computer all your contracts in a zip file.
Selecting "Data" downloads to your local computer all your contract data in .CSV format (which you can then open in Excel).
That's it! With two clicks you can download all your contracts and data. Unlike other contract management solutions, we make it easy for you to access your information.