Skip to content
Skip to content

An admin chooses Download all clients on the Clients page, and one CSV file with every person your firm holds is saved and the download is recorded.

  1. 1 Sign in as an admin and open Clients.
  2. 2 At the top of the page, choose Download all clients.
  3. 3 Open the CSV file in a spreadsheet.

Only admins can download the list. The permission cannot be given to another role, so a member who needs the file asks an admin.

The file holds every person your firm holds, whichever of Mine or Everyone is selected. Search and the filter cards above the list do not narrow it. A person you have erased appears with the name [erased] and no phone or email.

ColumnWhat it holds
NameThe person's name
PhoneThe phone number
EmailThe email address
Added onThe day the person was first added
Relationship ended onThe day you marked the relationship as ended, if you did
RequestsHow many requests the person was asked on
Last consentThe day of their latest consent
Consents withdrawnHow many of their consents were withdrawn
Documents heldHow many of their documents are still held
Next deletionThe earliest deletion date across their requests

Dates appear in the app's format, such as 1 Jul 2027. Every phone number starts with an apostrophe in the file, because a cell that starts with a plus sign would otherwise be read as a formula.

The file holds no documents and no written answers. To give one person a copy of what you hold, export their data from their folder.

Each download is written to your audit trail as All clients exported as a CSV. The entry carries the number of people in the file and the file's SHA-256 fingerprint.