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Export your data and close the workspace

Published 20 October 2026Reviewed 20 October 20262 min read

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Exporting your data

Exporting and closing are open to the workspace's owner only.

  1. Open the screen

    In the sidebar open “Settings” and choose “Export and closing”.

  2. Press “Prepare an export”

    Preparing it takes a few minutes. You can leave the page; you are notified when it is ready and the status changes from “Preparing” to “Ready”.

  3. Download the zip

    Click “Download”. The file holds every record in a machine-readable form, every stored file and a short guide to the format. The row shows how many tables, files and the total size.

  4. Mind the time limit

    Each export can be downloaded for seven days (“Downloadable until …”). When it passes, prepare a new one. An export that could not be prepared shows “Could not be prepared”; try again.

Closing the workspace

Export your data before closing.

  1. Choose “Close the workspace”

    In the “Close the workspace” section at the bottom of the same screen, read the explanation and press the button.

  2. Confirm

    Confirm in the “Close …?” window. The subscription or trial ends at once.

  3. Know what follows

    The workspace becomes read-only for everyone. A period already paid is not refunded; the invoice of a period that has begun stays due. Data and files are deleted 90 days later, and the screen shows the date.

Frequently asked questions

Can an administrator export?

No. Exporting and closing belong to the owner alone. Ownership can be transferred to an active member from the Team screen.

Does the export include patients' data?

Yes; it covers every record of the workspace, so protect the file you download like patient data and keep it somewhere safe. For one person's data, use the data requests in the Compliance center.

Is cancelling the subscription the same as closing?

No. A cancelled subscription keeps working until its period ends. Closing takes effect at once: the workspace becomes read-only right then.

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