How to export your transactions and investors information

You can export data on an organization level and at a transaction level. The export will be in a .CSV format with every data point you collect as a column.

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Organization level export:

When you’re on the Transactions dashboard, click Export to export every Transactions data point.

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Transaction level export:

When you’re within a Transaction, click the Actions button on the top right of your screen to export each data point.

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Downloading all files

When you’re within a Transaction, click Files, then Download All to export all files uploaded into a Transaction and any signed documents.