Exporting client data and documents from DisputeFox is straightforward:
1. Client Data:
- Navigate to the Dashboard >> Clients tab.
- Click on the Grid View.
- After opening the Grid View, locate and click on the "Export To XLS" option to export the client data to an Excel spreadsheet.
2. Documents:
- To export documents, you'll need to download them manually.
- Navigate to the Documents & POA section for a particular client.
- Locate the documents you want to export.
- Download each document individually by clicking on the download option provided next to each document.
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