Export creditor data

Download creditors' PoD forms, proxy and attendance forms, supporting evidence, and a summary spreadsheet. You can export the whole appointment's creditors in one go, or just one creditor while you're reviewing their claim.

Export all creditors

1. Open the appointment from your dashboard.

2. In the appointment sidebar, click Creditors & Claims → All Creditors.

3. Click Export All in the top-right of the page header.

4. The ZIP is generated and downloaded as {companyName}_creditor_export_{timestamp}.zip. Larger appointments take a few seconds to bundle.

What's in the export

Each creditor gets their own folder containing:

• Form 535 (Formal PoD) PDF
• Informal PoD PDF
• Proxy forms for any meetings where they appointed a proxy
• Attendance forms for any meetings they attended
• Supporting evidence documents the creditor uploaded, grouped by consideration

Creditors/
├── Creditor summary.xlsx
└── Submitted claims/
    └── {Creditor Name} - {email}/
        ├── Proof of debt.pdf
        ├── Meetings/
        │   └── {Meeting Title}/
        │       ├── Proxy Form.pdf
        │       └── Attendance Form.pdf
        └── {Claim}/
            └── uploaded-evidence.pdf