Export your data or delete your firm
Owners and admins can download everything from Settings, under Data: a zip with every file, organised by client, plus a manifest of your clients, requests, messages, approvals, invoices and audit log. Owners can also delete the firm by typing its name; everything is permanently erased 30 days later.
Export everything
- Go to Settings, then Data.
- Select Download export.
The zip streams straight to your computer, so it starts immediately. Inside you’ll find manifest.json, with your clients, contacts, requests, messages, approvals, invoices, form responses and audit log, and a files folder with a folder per client. For a large firm it can take a few minutes.
You can export at any time, including when your account is read-only.
Export the audit log only
On the Firm plan and above, go to Settings, then Security, choose a date range under Audit log and select Download CSV.
Delete your firm
Only an owner can do this.
- Export your data first if you need a copy.
- Go to Settings, then Data.
- Under Delete this firm, type your firm’s name exactly as shown, and select Delete firm.
Your portals close, clients lose access and your team is signed out of the firm straight away, and your subscription is cancelled. Everything is permanently erased 30 days later, files first. If you deleted the firm by mistake, email support@denby.app within those 30 days.
Deleting one client instead
To remove a single client’s data, delete the client from their Settings tab. Their files can be restored for 30 days, then are removed for good.