Data & Documents

Attach documents to records and export your data.

Attach documents to a recordUpload documents to a contact, transaction, property, or listing. You can search, rename, download, and soft-delete them, and see how much storage the account is using.
Export a list to CSVFrom the Contacts, Transactions, or Tasks list you can download a CSV of the records you can see. Agents and assistants export their assigned records; owners and admins export account-wide.
Request a data exportData Portability creates durable private CSV/ZIP exports. Anyone can export their authorized scope; owners and admins can also request a complete-account package with a manifest and data dictionary.

Still need help?

Contact your NextAccord coordinator or email support@nextaccord.com.