I would like to make a digital archive of all the contracts that clients have ever signed. I've already done this with my non-ShootQ contracts, and now I need to start on ShootQ. I would prefer some sort of option to "Export all to PDFs" - where I get a pdf for each client.
But I can't figure out how to export the contracts at all....is this possible or am I up a creek???? Please tell me ShootQ doesn't hold the contracts hostage?
Aha! You can go to Settings -> Account -> Download Account Data and it does create a backup with all clients information, including separate pdfs for contracts and invoices. Excellent!
Is this still a valid solution. I don't see the option to Download Account Data?
Hi Jamelle,
Only the person listed as the owner of the account can request and download a backup of the account data under Settings > Download Account Data. I hope that helps.
Geoffrey Dunn
Team ShootQ