| User Roles | Admin | Staff contributor | External Contributor | ✗Pulse user |
Downloading data from a client file is quick and easy. Follow these simple steps:
- In the Client Overview, click the Action button.
- Select Download Data.

- A list of available export files will appear—choose the one you need and start your download.

List of available export files is determined on a firm level by user with admin rights.
Admin
Staff contributor
External Contributor