Export collected data from a case. The export workflow follows the same steps for all data types: open Case Exports, select your data sources, choose what to include, and download the files.

Click Case Exports in the left sidebar from any page within a case.

You can also access exports from the review toolbar: click Tools, then Advanced Export.

Click + New Export to open the export form. If you have previously exported data for this case, existing exports appear in the Export History table.

The left panel lists all available data sources for the case. Check the sources you want to include in this export, or click Select All. Click a source to configure its export settings.

Select the phone data source to export text messages, including iMessage, SMS, and WhatsApp conversations.

Available formats: PDF (formatted conversation export with metadata, timestamps, and optional images), DOC (Word document), CSV (spreadsheet-compatible data export), TXT (plain text), and RSMF (Relativity Short Message Format for eDiscovery platforms).

By Conversation: Select individual conversations or click Select all to include every conversation. Use the search bar to find conversations by contact name. The Hide exported checkbox filters out conversations you have already exported.

By Tag: Click the By Tag tab to export only messages you have tagged during review. Select the tags to include. Use Context Window (Message Padding) to add messages before and after each tagged message for context. Set to 0 for tagged messages only.

Select the email data source to export collected emails from Gmail, Outlook, or Yahoo accounts.

Available formats: PDF (exports email threads as formatted PDF documents) and EML (exports emails in their original format, compatible with email clients like Outlook).

By Thread: Select individual email threads or check Select all to include every thread. Threads not previously exported are labeled Not Exported. Use the search bar to find specific threads.

By Tag: Click the By Tag tab to export only emails that have been tagged during review.

Select the social media data source to export direct messages from Facebook, Instagram, or Threads.

Available formats: PDF, DOC, CSV, TXT, RSMF. Selection: By Conversation or By Tag, with the same options as phone exports.

Select a financial institution under FINANCIAL in the source list to export collected bank records and transaction history.

Selecting a financial institution opens two tabs. By Account lists the institution's accounts with a checkbox for each and a Select all option at the top. Each row shows the account name, transaction count, account type (Bank, Credit Card, or Investment), and balance. By Tag lists the case's tags with a Select all option, the same as other data sources.

EXPORT SETTINGS on the right offers Export format (PDF or CSV; CSV is selected by default) and a Date range with presets 1Y, YTD, 2Y, 5Y, All and custom from/to date fields.

You can select multiple institutions in one export. The source list shows "CSV · All N accounts selected" under each selected institution.

Select the Files data source to export collected documents, audio files, and other uploaded files. Use the By File tab to select individual files, or the By Tag tab to export only tagged files. Use the search bar to find files by name.

For each selected source, choose the export format, select the conversations or files to include, and set any date range or chunking options. You can select multiple sources, and each source is configured independently. When all sources are ready, click Review & Export.

The Review & Export screen shows a summary of your selections.

The summary includes the Export File Prefix (a custom name to identify this export), the selected Sources (with data source, item count, and format for each), a Download All Attachments option (downloads each conversation's attachments as a separate zip file), and an optional Send a Copy field (enter one or more email addresses to automatically send the export file when processing is complete).

Click Create Export to start processing.

Track progress on the Case Exports page. The status shows the percentage complete, and you receive an email notification when the export is ready.

Click Download to save the files to your computer. If exporting multiple items, they are bundled in a ZIP file.

To share with someone else, click Share, enter the recipient's email address, and click Send.

When exporting as PDF, toggle these options to control what appears in the output.

The available toggles are: Phone numbers (show or hide participant phone numbers next to names), Include comments (include reviewer comments added during review), Recently deleted (mark messages recovered from the iPhone's Recently Deleted folder), Print images (show or hide message images as thumbnails), Include device logs (add a log report of the extraction as an appendix), Deleted inline (show deleted message gaps within the conversation), Hide video/file links (show or hide clickable cloud icons for media file downloads), Include tags (show tags applied to messages within the export), and Deleted report (generate a separate appendix of all deleted message gaps).

When exporting as RSMF (Relativity Short Message Format), select how you want the files chunked for processing in eDiscovery platforms.

Use the date range presets (YTD, 1Y, 2Y, 5Y, All) or enter custom start and end dates to export only messages from a specific time period.