How to export your data from Snapdocs

Tristin Himes -

Exporting your important data from Snapdocs is super easy!  Just go to Admin > Accounting Tools, and then choose what data to export for your desired date range.  Once you choose your data, an email with that information will be sent directly to you!

Step 1: Admin > Accounting Tools

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Step 2: From here, choose to export Notary Vendor information, Client Customer information, Order information, or all client email addresses. Just select a date range and click "Generate Report"!

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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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