How to export data from Snapdocs

Tristin Himes -

In your Accounting Tools, you can easily export important data from Snapdocs, filtered by type of information and date range. 

Step 1: Admin > Accounting Tools

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Step 2: Choose what type of data to export, based on specific parameters for each type of data

  • If you export Notary Vendor Info, you can choose to include information about notaries with or without a tax ID or SSN, and you can choose a particular date range to export data from.  Then, click "Generate Report", and a spreadsheet with notaries' contact and credential information will download onto your computer: Screen_Shot_2018-03-06_at_3.39.14_PM.png

 

  • If you export Client Customer Info, you can choose a particular date range to export data from.  Then, click "Generate Report", and a spreadsheet will download onto your computer with your clients' names and contact information: Screen_Shot_2018-03-06_at_3.43.39_PM.png

 

  • If you export Orders, you can choose a particular date range to export data from, a particular client's orders to export (or select All clients), and to include or exclude orders that are canceled or on hold.  This report (including the time, date, location, client, product, notary, etc.) of your orders will get sent as a .csv to your email when you click to generate it: Screen_Shot_2018-03-06_at_3.54.35_PM.png

 

  • If you select all client email addresses then click "Generate Report", a spreadsheet will download onto your computer with the names and email addresses for all client users: 

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If you have any questions about how to export your data, please don't hesitate to reach out to support@snapdocs.com.

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