Before you start
A full-workspace export requires the appropriate administrator and directory-read permissions.
What to do
- Open Reports and downloads and choose the intended document or export option.
- For a document bundle, review the selected invoices and document types.
- For a workspace export, check that the intended workspace is selected.
- Read the archive README, file manifest and any unavailable-document explanations.
What happens next
You receive the permitted files and explicit information about unavailable documents.
If something goes wrong
An export is not automatically a complete application restore image. Keep downloaded business records private and do not assume a missing receipt proves a payment.
