Archiving your data - Weekly Export Service
Given that your data is your must important asset -- you should plan on keeping archival copies of all your data on your computer or a local server.
This way -- if you accidentally cause irreparable harm to your data - you'll have a backup of all your data which you can import back into the system!
Archiving is available through an automated Weekly Export Service (WES)
Setting the Export Specifications
1) Check the box for “Include in export” this includes documents and attachments in your system.
2) Uncheck the box for replacing carriage returns with spaces (optional)
3) Set the frequency that you wish the export to take place
4) Select the items you wish to have in the export. It is recommended that you select “Include all data.”
5) Click “save”