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Board Portal Export Guide

Before You Begin

When you export data from your Board Portal, it will be packaged into an encrypted .zip archive for maximum security.

 

🛑 Important: The encryption level we use (AES-256) may not be compatible with the built-in ZIP software on Windows and macOS. To access your files, you'll need third-party ZIP software like 7zip or WinRAR.

 

Creating Your Export

Step 1: Navigate to Export Settings

Go to `Settings > Export`. Here, you'll see a history of past exports and how many exports you have left. By default, the portal is allocated five exportsnew export under settings

Step 2: Initiate a New Export

Click on `New Export`. You'll see options to tailor your export:

  •  Create archive based on user role: Ideal for sharing specific documents accessible to a user role, such as documents for a buyer.
  • Create archive based on all folders: Select this to include all folders, or choose specific folders to tailor the contents of your export.
select folder for export

Step 3: Select Reports

Decide which reports to include. If you are closing the portal we recommend to include all reports to ensure that you have access to all your data

select reports

Step 4: Select Recipients

Select the individuals who should receive the export.

select recipients

Step 5: Complete the Export

Finalize by clicking `Export`. Your selected users will be notified via email once the export is ready for download.

select export button

Downloading Your Export

Upon completion, an email with a link to the archive will be sent to the chosen recipients. Follow the link to download a zip-file containing the archive. 

export notification mail

Accessing the Export

To access the .zip archive:

  1. Show Password: Click `Show` to reveal the password needed for extraction—remember to save this password immediately.
  2. Download: Use the link to download your .zip archive. Optionally, download a PDF confirmation of content.

đź”” Remember: Save your password securely. It cannot be retrieved once the download link expires after 3 days.

export download page

Extracting files

Use the earlier selected third-party software (e.g., 7zip) with the provided password. For best results, extract files directly to the root of your hard drive (C:\) to avoid issues with long filenames.
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