You can export your data in Witei whenever you need it. To do this you have to go to:
2. Data export.
3. You will be able to export your clients' information (with the documents you have saved in them), tasks and conversations using Excel.
Important: remember that to download the file with the information you must click on the download icon that will appear once the document has been completed. The document will be automatically downloaded to your computer.
If you have any questions, ask us via chat!