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laura.capozzi
Iress Contributor
Iress ContributorAMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
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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
I second this. Our business would also like efficient functionality to download all docs linked to case quickly and efficiently. Looking forward to response.
