SupportManaging Your Dossier Account Managing Your Dossier Account Download Your Transaction Records, Data & Documents

Download Your Transaction Records, Data & Documents

From the "Subscription & Billing" tab of the "Account Settings" page, you can download  a ZIP file containing a folder with all data and non-confidential documents uploaded to your Interfolio account, along with a spreadhseet file recording all transactions you've made through Interfolio.  You can also view your transaction history and download a record of individual transactions.

From any application screen, click your name and select "Account Settings"

Navigate to Account Settings

On the "Account Settings" page, click to open the "Subscription & Billing" tab

Click to open the "Balance & Payment Information" tab

To download all data and documents at once:

Select "Download All Data & Documents"

Selecting "Download All Data & Documents" will download a ZIP file containing a folder with all data and non-confidential documents uploaded to your Interfolio account, along with a spreadhseet file recording all transactions you've made through Interfolio.  

Select "All Transactions"  to download a spreadsheet file listing all of your transactions

To view your transaction history:

Scroll down the page bottom of the "Subscription & Billing" page and look for "Transaction History"

To download a PDF receipt of an individual transaction:

Click "Download," to the right of the list of transactions

You can search or filter the list of transactions by date, or date range to make indivdual transactions easier to find.

Select "All Data & Documents"  to download a .zip file of all non-confidential documents uploaded to your account