Export Data & Documentation

Download entity data, backend function documentation, and platform capabilities.

Bulk Export

Export all entity data to a single Excel file

Entity Exports

Investors

All investor profiles and onboarding status

Onboarding Steps

All onboarding workflow steps

Documents

Document records and extraction data

Communications

Email and SMS communication logs

Workflows

AI workflow configurations

Workflow Executions

Workflow execution history

Tasks

All tasks and assignments

Calendar Events

Deadlines and scheduled events

Audit Logs

System audit trail

Contacts

Investor contact persons

Batch Runs

Batch processing history

Batch Records

Individual batch records

Backend Functions

Export documentation for all backend functions

Platform Capabilities

Export overview of platform features and architecture