Please watch our quick video on how to export transactions and contacts out of tcDocs:

https://www.loom.com/share/090890e3b4fd40acb9dfd76310872d4a?sid=75670929-0e27-46ba-a7d3-7406463e779a

Vault

  1. Click the Vault icon.
  2. Be sure to "Display All" on the transaction filter (right sidebar).
  3. Select all transactions.
  4. Click "Restore Selected".


Transactions

  1. Click the Transactions icon.
  2. Be sure to "Display All" on the transaction filter (right sidebar).
  3. Be sure to select all transaction phases (top filter section).
  4. Select all transactions.
  5. Click "Export Transactions".


Listings

  1. Click the Listings icon.
  2. Be sure to "Display All" on the transaction filter (right sidebar).
  3. Be sure to select all transaction phases (top filter section).
  4. Select all transactions.
  5. Click "Export Transactions".


Associates

  1. Click the Associates icon.
  2. Click "Export Transactions".


Buyers & Sellers

  1. Click the Buyers & Sellers icon.
  2. Click "Export Transactions".