A full copy of what you hold in TrackMyVendor — contractors, documents, licences and their history.
How
Tools → Data Export → Full export, then Download export.
Only owners can take the full archive — it carries every document in the organization. If the button isn't there, ask an owner to run it.
When it's worth doing
- Before a big clean-up. Deleting contractors takes their document history with it and can't be undone. Take a copy first.
- Before cancelling. Export while you still have access, not after.
- Because it's yours. An annual copy in your own storage is cheap insurance against every kind of surprise, including ours.
Export versus report
Different jobs. A compliance status report is a formatted document answering a question for a reader. A data export is your records, in bulk, for you.
Don't send a data export to an owner who asked whether their subs are covered — it's the wrong shape and contains far more than they asked for.
Note