Export records for a case

Exports need the family to share the Records area with you.

1. Open the case and go to Records.
2. Choose Last 30 days, Last 90 days or All time.
3. Choose children's full names or initials only, and a state for the declaration if needed.
4. Download: - Full record (PDF), with a document ID on every page. - An exhibit: set dates and contents, click Build timeline, then Exhibit PDF or CSV. - Spreadsheets: topics, expenses, and schedule and swaps. - Documents the family imported from other apps.

Inside a topic, Export this topic (PDF) saves just that topic.

Each export is listed in the family's access log. Anyone can check a PDF at getclearly.app/verify.