Off-boarding Guide
It’s been a pleasure having you with us. While we’re sad to see this chapter end, we want to make sure your transition is as smooth as possible.
Important Notice
Data exports must be completed while your subscription is still active. Once your billing cycle ends and the account is closed, you will lose access to the export tools. Upon account closure, data will enter a queue for deletion.
How to download a copy of your data
Please follow the below step when leaving Onsite.
- Navigate to
Admin/Reports/Export - Download a copy of each data export
Generating Reports
As part of off boarding, you may find it helpful to also generate management report to capture any open or pending items. This is also a helpful to capture images associated with cases.
- Navigate to
Admin/Reports/Management Report - Enter desired filter, ie. Stats Filter as open
- Download in your preferred file format
Documents Library
If your site has utilised the documents library, you may also wish to download files within the documents.
- Navigate to
Admin/Documents - Download files that your require individually, or select multiple and download many at once
We’ve loved being part of your journey. If your needs change in the future, the door is always open!