If you're finishing your project and you'd like to download your data from SetKeeper, you can follow the steps in this article.
If you'd prefer for SetKeeper to create the archive for you, you can request a project archive within the app.
1) Distribution data
You can download your data from this module by selecting your files and then clicking on the Download icon. You can read this article for a step-by-step process of the download.
PLEASE NOTE:
It's only possible to download a complete archive of your Distribution module. Other documents, such as Deal Memos or Start Forms that are kept in "Configure", will not be part of the archive. You can either upload all of those contracts back into Distribution so they will be part of the archive or store them somewhere else on your computer. (Also see number 4 below)
It's also currently not possible to download an archive of the Messages sent from Distribution.
2) Departments data
It is possible to create an archive of the pictures, photos, and other data in your Departments. To request an archive of your Department's data, please contact support@setkeeper.com. Please note:⚠️ There can be additional costs for this service.
3) People module : Contacts list
You can download your contacts on People module if you need to. To do this, you can use the Report tool. Here is an article showing you how to make your custom report.
4) Onboarding Data (including Start Forms, Deal Memos, etc)
Although there is an option from the People menu to download all the generated documents for a large group of your contacts, this does not include any signed versions of contracts, start forms, and deal memos.
Unfortunately, the only way to make sure you download the correct version of each document is to click on someone's name to access their profile page, then navigate to "Signatures". You should "Download" any document that has a dark green check mark - this indicates that the document has been signed by all parties and is the "final" copy. You will have to do this for each crew member, one by one.
5) If this seems like a lot of work...
We do offer a Premium Support option for the end of projects. We'll create all these reports and gather all these documents for you so you can focus on other parts of the wrap process. If you're interested in this option, please contact support@setkeeper.com.
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You've learned how to download all your project's data! Good work! 💪
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