Viewing Your Data

Want to easily search through your archived data without creating an archive, or even just make sure everything is being archived? We built our Data view just for that!

The Data view is available for all users (Account Admin and Account User roles). Account Admins will see the entire firm's data, while Account Users will just see their own data.

To access the Data view, just go to your Data page, and click on the "View" tab.

You first need to use the dropdown menu to pick which type of data, aggregated by source, you'd like to view or search. Then, input any search terms you'd like and look through your data!