Export Document Data
Learn how to export document data from QuoteCloud. Exporting data allows you to generate reports and access document information outside the platform for analysis, auditing, and recordkeeping.
Steps to export document data
Open dashboard settings
From the Dashboard page, click the Settings icon located in the top-right corner of the screen.Open the export menu
Click the settings icon to reveal additional dashboard options.Select Export Document Data
From the dropdown menu, click Export Document Data to begin generating your report.Wait for the export process
QuoteCloud will prepare the export file and process the requested document data.Review the confirmation message
A notification will appear confirming that the export has completed successfully.Access the exported file
Check your email and downloads folder to retrieve the exported document data report.
FAQs
What is the Export Document Data feature?
The Export Document Data feature allows you to generate a report containing document information from your QuoteCloud account.
How do I export document data?
Click the Settings icon, select Export Document Data, and wait for the export process to complete.
Where can I find the Export Document Data option?
The option is available within the settings menu accessible from the Dashboard page.
What information is included in the exported report?
The export may include document metadata, titles, statuses, ownership details, recipient information, and other available document data.
How long does the export process take?
Export times vary depending on the amount of data being processed, but a confirmation message appears once the export is complete.
Where will I receive the exported data?
The exported report is sent to your registered email address and may also be available in your downloads folder.
Can I continue working while the export is processing?
Yes. The export process runs in the background, allowing you to continue using QuoteCloud.
Will exporting data modify my documents?
No. Exporting data only creates a report and does not change any document content or settings.