TRANXACT.AI Help
Platform › Records & Legal Hold

Records Exports

Everything about one employee, one applicant or one legal matter — or the whole company — as one ZIP: every record as JSON and CSV (and XML and Excel for a person or a matter), its audit history, its attachments from the document store, a manifest with a SHA-256 of every file and a PDF summary. Built in the background; every request and every download is audited. Passwords, keys and tokens are never exported.

Where to find it

  1. Module: Platform
  2. Group: Data & Documents
  3. Section: Records & Legal Hold
  4. Screen: Records Exports

Address in the console: /platform/records-exports

Read-only list · 10 columns · 2 actions

This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

ColumnKindField name
ExportCodejob_no
OfStatusscope
SubjectTextsubject_label
StatusStatusstatus
BytesNumberbyte_size
DownloadsNumberdownloads
Requested byTextrequested_by_name
RequestedDate and timerequested_at
FinishedDate and timefinished_at
ErrorTexterror

What you can do here

Request an export primary

On the toolbar, above the list.

Export records

Asks for: Export* Employee Applicant Legal hold With attachments Why

Download primary

On each row of the list. Offered only on records where it applies.

Download this export

* required

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Beside it in Records & Legal Hold