Account and security

Data export and deletion

Request an export of your workspace data or deletion of your workspace.

Steps

  1. Open Security

    From the workspace menu choose Security. Administrators only. The security overview shows two-factor status for every user and recent security events.

  2. Request an export

    Choose Request export. You receive an email with a download link when the export is ready. It includes customers, proposals, fee structures, templates, sent PDFs and the audit log.

  3. Request deletion

    Choose Request deletion and confirm. Deletion is permanent after the confirmation period, so request an export first.

Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.

Frequently asked questions

How long does an export take?

We email you a download link when it is ready.

Can we recover a deleted workspace?

No. Deletion is permanent after the confirmation period. Request an export first.