The intended audience for this article is Agents.
How to Export your Data
Navigate to Account > Team > Request Data Download
Confirm by clicking "Email Download Link"
You will receive an email when your data download is ready
Open Email, download .zip of your data
Windows' extract tool encounters issues with our nested folder structure
Extract the .zip Folder
Extract the .zip folder with a .zip extraction tool that is capable of extracting folders with nested files. Apple / Mac's default extraction tool works. Windows users need to use another tool.
โWindows' native extract tool does not work. It encounters issues with our nested folder structure. See screenshot of Windows' native export error:
What your Data Looks like
When an agency exports their data, Wunderite export all forms and signature packets/files with the data they have at the time the export is requested (regardless of status) into a zip file titled "[agency name].zip
".
We do not export activity logs.
In your agency zip folder, Wunderite exports a folder for each Commercial and Personal risk profile with the following files and folders:
Folder:
Risk Data
File: .xlsx from
Export All Risk Data
Folder:
Files
- Risk Data record that has any Files & AttachmentsFolder:
[risk data name]
- will only have folders for risk data areas that have files & attachments on any risk data record
Folder:
Policies
File: .xlsx from
Export
action on/risk-profiles/{u_id}/policies
page
Folder:
Forms
Folder:
[risk_questionnaires.friendly_name]
File:
[Form Name].pdf
Files (Form uploads):
[file name].[ext]
Folder:
Signatures
Folders:
[signature_packets.title]
Files:
[signature_packet_forms.title].pdf
Screenshot of Example Wunderite Data Export / Download