Exporting from DealTap is pretty straightforward.
While viewing any one document, you can click 'Export' in the upper right and a PDF copy of the current version will download to your device:
You can export the contents of an entire Client File by either clicking 'Select All' and then 'Export' from within a Client File:
Or, from the main 'Client Files' list page, you can click the drop-down menu to the right of any file and then select 'Export':
Please note that we do NOT recommend attempting to export all Client Files at once: depending on the amount of data associated with your export request, DealTap will return a network error.