Exporting a matter

Individual matters can be exported at any time.

All documents, emails and information on the matter will be compressed into one or more Zip files which can then be accessed outside of InTouch.

To request an export:

1. Select the export icon in the top right hand corner of the matter
2. Schedule Export
3. The export will be queued to run between the hours of 8pm - 6am. A request made within those hours starts straight away
4. When the export is complete, you’ll receive an email and the Zip file will be saved to the matter’s Folder tab
5. Download and save the export to have access to this outside of InTouch

A matter can only have one export on its way at a time. If you request another before the first has finished, InTouch tells you the export is already on its way.

What the export contains

• A spreadsheet of the matter’s data and its ledger as a PDF
• Files: the matter’s documents
• Form Completions: the matter’s form submissions
• Emails: each email as an .eml file, which opens in any email app with its attachments and images in place. Each attachment is also saved on its own in Emails > Attachments
• SMS: the matter’s text messages
• Trash: the items in the matter’s trash, in the same folders, with a spreadsheet of its own

If a file can’t be added, for example because it’s missing or takes more than two minutes to add, the export carries on without it. The Zip holds a text file starting !Failed! in its place, and the email says the export completed with errors and lists the files that were left out.

Note

Completed, closed, archived and aborted matters are stored on InTouch for 6 years from their “closed” date (when they were completed, closed, archived or aborted). Upon the 7th year, we will contact you letting you know which matters need exporting from InTouch. There will be the facility to export on mass at that time.