Workflow guides

Clear instructions. Shared expectations.

The requestor defines what is needed. The custodian makes the choices in each service and confirms the steps they complete.

For requestors

Prepare the request

  1. Open the extension’s requestor setup page and enter a custodian name or reference.
  2. Select the sources, categories, and dates. Add delivery instructions without passwords or confidential case details.
  3. Review and download the JSON instruction file. Send it through your approved communication channel.
  4. Use local requestor tracking to record status manually. Custodian progress does not sync back automatically.

For custodians

Follow the guide

  1. Install the extension. Load the requestor’s JSON instruction file and review its scope.
  2. Start the prepared request. Open Collections and history to continue each service.
  3. Sign in directly with the service. Make the export selections yourself and confirm each completed guide step.
  4. Download all archive parts, follow the agreed delivery instructions, and save your activity report.

Find your source

Use these summaries alongside the extension and the provider’s current instructions.

Account screens can vary. The preview’s category names are not verified for every account. If a requested category or date option is missing, pause and contact your requestor before changing the scope.

Gmail & Google Drive

Use Google Takeout to select Gmail, Drive, or both. Match the delivery method, frequency, archive type, and size to your instructions. MyDataPreserver can display its guide alongside Takeout.

Google’s export instructions

Facebook

Use Accounts Center to export the intended Facebook profile. Match the categories and dates to your request. HTML is the default for review in this preview; keep all media and folders together. Encrypted Messenger history may need a separate export.

Facebook’s export instructions

Instagram

Select the intended Instagram profile in Accounts Center. Review the requested information, date range, format, and media quality before creating an export.

Instagram’s export instructions

X (Twitter)

Request your account archive through X’s settings. Keep the full downloaded archive, including its viewer and data files. This guide requests the complete archive.

X’s export instructions

LinkedIn

Use the desktop website to request a copy of your data. Match the available categories to the requestor’s selections and download every supplied archive part.

LinkedIn’s export instructions

TikTok

Follow Download your data in the mobile app while keeping the guide open. Select the requested information and an accepted format. An account-data export may not include every video.

TikTok’s export instructions

Snapchat

Use My Data to review the requested categories and dates. Memories may require additional downloads. Available history depends on what Snapchat retains for the account.

Snapchat’s export instructions

Reddit

Request an account-data package through Reddit’s data request form. Watch for the provider’s download instructions and keep the downloaded package unchanged.

Reddit’s export instructions

Discord

Use the desktop or browser app’s data request settings. Review the available selections. A data package does not represent every message in every server you can access.

Discord’s export instructions

Keep the original archive together

Download every required archive part and any separately supplied media. An HTML file by itself may not include its images, attachments, or other supporting files. Keep the original archives unchanged and follow the requestor’s delivery method.

Understand the activity report

The report documents recorded actions and user confirmations. It does not prove the provider finished an export, that every item was collected, or that delivery was independently verified. The local record is not tamper-evident.