Your workspace · Tenant admin

What happens when you cancel

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Your workspace is cancelled when your subscription ends and nothing is paid for any more, or when a trial ends without a subscription. Thirty days later the workspace and everything in it is deleted.

Steps

  1. Cancel your services from Manage > Billing (see Cancel a service). Each one keeps working until the end of the period you paid for.
  2. When the last paid service ends, the workspace is cancelled. Every tenant admin gets an email and a message in the app with the date it will be deleted, 30 days later.
    The bar across the top of a cancelled workspace naming the date it will be deleted, outlinedThe bar across the top of a cancelled workspace naming the date it will be deleted, outlined
  3. Before that date, keep what you need:
    • Press Download the trail on the bar, or open Manage > Trail, then press Download the trail for the full history of the workspace.
    • Open the records and files you need and download them.
  4. Reminders arrive seven days before and the day before.
  5. On the date, the workspace is deleted.

What you will see

  • A bar across the top of the workspace saying it is cancelled and the date it will be deleted. Everyone in the workspace sees it; tenant admins also see Download the trail and View billing on it.
  • Until the date, everything works as it did when the services ended: records can be opened, files downloaded and the trail downloaded.

What is deleted, and what is kept

  • Deleted: your people, their sign-ins, every record and request, every file (every stored copy of it), messages, and the workspace’s audit trail.
  • Kept: your invoices, your subscription history and any purchase orders an invoice was raised against, with the name they were invoiced to. The law requires us to keep these for five years. They hold none of the workspace’s contents.
  • We keep a note that the workspace existed, when it was deleted and how much it held, without its contents.

Common problems

  • You changed your mind. Subscribe again before the date: use the + in the rail, or ask us to renew your agreement. The workspace is no longer cancelled and nothing is lost.
  • You need more time. Ask us before the date. We can move it later.
  • You need everything in one file. A full export of records and files is not available yet. Ask us before the date.