Information of all clients can be backed up at any time in a CSV file format to facilitate import and export of data. To create a backup of client data, follow the steps below:
- Log on to your ValueLink Appraisal Management System account.
- Click on Admin at the top of the Dashboard.
- Click on Clients on the left side menu to access the Manage Clients screen.
- Click on Actions to display the menu and then on Backup Client Data.
- The system will save the data as a CSV file on your system.