An Unlinked Report is a bulk process that can be done to link client information, product information and agreements for new business - either for new clients or existing clients.

Follow the steps below to download an Unlink Report from Commspace:

Please note that the report should have more than 50 line items for bulk processing by the Commspace Support team.

Step 1: Click on Reports in the blue Commspace ribbon. Then choose Unlinked Report from the drop down.

Step 2: Select the date range you want for the report.

Step 3: At Report Template choose Commspace Clients Unlinked

Step 4: Click the Download button