Exporting contact card data
The data saved to a stakeholder’s contact card can be exported at any time:
- Navigate to the Contacts area located in the left-hand sidebar
- Search for the required contact
- Select Export
All contact information and documents will be compressed into a Zip file.
The user requesting the export will receive an email containing a link to the Zip file.
The Zip file will also be attached to the contact card for future reference.