Overview
Archive all comments and attachments for audit or compliance purposes.
Steps
Manually copy discussion threads into a document: select text and paste.
Download each attachment via the Documents tab.
Save files in a shared folder with matching discussion export.
Tips
Tag your export with date and record ID (e.g. “CONT001_Audit_2025-05-10”).
For large teams, assign one person to manage exports monthly.
Troubleshooting
Missing older comments? Check discussion filters (e.g. “Show more history”) and scroll down.