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laura.capozzi's avatar
laura.capozzi
Icon for Iress Contributor rankIress Contributor
2 months ago

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...
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sarah.burke38's avatar
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's avatar
melita.daff
Visiting Enthusiast
25 days ago

I second this. Our business would also like efficient functionality to download all docs linked to case quickly and efficiently. Looking forward to response.