Define the customer export before choosing a file format
List the records the requesting role is allowed to receive: workspace details, tasks, comments, participant references and permitted attachments, as relevant to the actual product. Name fields that are intentionally excluded. Agree whether the packet represents a point-in-time snapshot or a documented collection window, and how edits during generation are handled. Keep the export's workspace, requesting actor, scope and cutoff reviewable. A platform backup, a customer's working dataset and a legal data-access response are different deliverables; this page scopes the product handoff agreed with its owner.





