Skip to content
  • There are no suggestions because the search field is empty.

How to back up client data

 

request-backup-header-300x300

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.

dashboa

Step 2: Click on Manage.

manage-button 

Step 3: Click on the Backups tab.

backups-tab-300x138

Step 4: Click on the Request Backup button.

request-backup-button-300x82

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

successful-backup-300x80

After is done:

backup-list-1024x143