Forum Discussion
laura.capozzi
3 months agoIress Contributor
AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows?
Join me here on Thursday 26th September from 3pm to 3:30pm.
With over 1...
sarah.burke38
Virtual Explorer
Hi Laura,
In using cases for compliance, I wanted to know how to quickly extract data linked in a case if it is possible? Our auditor does not like being given limited user access and still wants the relevant documents uploaded to a sharepoint file - is there a way to extract this all quickly by clicking a button or export? It feels like duplication but they will not work another way.
Thanks
Sarah
melita.daff
3 months agoVisiting Enthusiast
I second this. Our business would also like efficient functionality to download all docs linked to case quickly and efficiently. Looking forward to response.