Settings
Manage your local workspace and data.
Your workspace
Your records and document files are stored in this browser on this device. Export a copy to keep a backup.
customers0
policies0
renewals0
leads0
tasks0
documents0
Frontend prototype
This workspace uses local browser storage. Login is a preview flow. Messaging and reminder delivery services are not connected.
Clear local workspace
Remove all records and files saved by PolicyPilot in this browser.