How can I export my case data?
You can download all documents and data from a case as a zip file. This is useful for archiving completed cases, sharing case files with colleagues, or keeping local backups.
Export a case
From your cases homepage, find the case you want to export.
Click the three-dot menu next to the case name.
Click Export Matter.
We prepare the archive in the background and Andri shows that the export is being prepared. Large cases can take a few minutes. The zip file downloads once it is ready.
What's included in the export
The exported zip file contains three things:
README.txt with the export date, case name, who exported it, a security notice, and the number of documents and messages included
documents/ with the original files uploaded to the case
conversation.txt with the full chat history
If a document cannot be retrieved, it is left out of the archive and counted as unavailable in README.txt.
Exported files are in their original format (PDF, DOCX, etc.). You can open them with any compatible software.