How to back up client data

Important Notes:
- This will backup all Documents associated with the client.
- You are responsible for the storage required for the data.
Backup Client
Step 1: Go to Client’s Dashboard.

Step 2: Click on Manage.
Step 3: Click on the Backups tab.

Step 4: Click on the Request Backup button.

Step 5: Once the Backup is completed you will receive an email and the backup file will appear here for you to download.

After is done:
