Privacy & support
Export your records
Download owned records as JSON and keep original documents separately.
Create an export
- Open Settings and select Data.
- Choose Export records and wait for the download.
- Keep the JSON file in a private location. Avoid editing records while the export runs.
What is included
The export includes your owned financial records, identities, archive content and document metadata. It excludes uploaded file bytes, messages and conversations, sharing grants, shared-space definitions, other people's records and authentication credentials.
Download original documents separately. This export is not a one-click workspace restore file. Self-service account deletion is not available yet; use in-app support for data requests.