Exports provide private copies of authorized data. Retention policies and legal holds control which records can be disposed of; archiving is a separate visibility action.
Export account data
-
Open Your data from your account options.
-
Choose whether to include document files.
-
Choose the export scope and complete the requested verification.
-
Choose Prepare my export, then return to the export when it is ready.
-
Download every ZIP part when the export has multiple parts.
An account export includes documents you created in workspaces you can still access. It excludes other members’ documents and guest signatures on someone else’s documents. A workspace owner can explicitly choose a full workspace export and must remain the owner to download it.
Exports expire after 24 hours. Keep downloaded copies private. Check the export status and use Retry export if offered after a failure.
Export selected documents or a matter
Select allowed documents in the library and use the download-archive bulk action, or use an available matter export. Background exports recheck your current access before download. Use the export list to refresh the status if preparation is still running.
Retention and legal holds
Authorized administrators can manage the available retention and hold tools. A policy uses an explicit period and basis; applying it does not shorten an existing minimum retention date. A document or matter hold blocks disposal until it is released through the authorized process.
Archive is not permanent disposal
Archiving does not remove retained files or signing evidence. Permanent disposal has additional eligibility checks and an explicit confirmation. Signing, package and template sources are retained. Use the account or retained-document review process for closure or signed-record questions rather than assuming an archived record has been deleted.