Export a client file
Produce a complete, indexed copy of everything you hold for a client.
Sometimes you need the whole file out. A client leaves, a lawyer asks, or you want an archive copy. Exports produce a complete indexed bundle rather than you selecting four hundred files by hand.
Where to find it
Start an export from a client's documents, or from a selection.
What you get
A ZIP that mirrors your folder structure, with a manifest.csv indexing every file.
The manifest is the part that matters. A ZIP of four hundred PDFs with original filenames is nearly useless to whoever receives it. An indexed one can be searched and reconciled.
Two ways it runs
A selection downloads directly. Pick the documents, export, done.
A whole client file is queued and built in the background as a set of ZIPs split by size, and you collect them from Documents → Exports when they're ready. Download links stay live for 7 days.
The split matters for a large client. A single enormous archive is the thing that fails at 94% on a hotel connection.
When to use it instead of sharing
- Export — you want a complete copy, for archive or handover.
- External share — you want somebody outside the firm to see specific documents, with an expiry and a revoke.
If the answer is "everything, permanently, to somebody entitled to it", that's an export. If it's "these four, for now", that's a share.
Notes and limits
- Export links expire after 7 days. Re-run it if you miss the window.
- An export captures documents. It isn't a backup of your whole LedgerOS account.
- Exporting is permission-gated, separately for client files and firm files.
- Exports are recorded, so there's a record of who produced a client file and when.