Forum Discussion
AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
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.daff2 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.
- laura.capozzi2 months agoIress Contributor
Hi Sarah,
While it's not ideal for file notes and benchmark data within a case to be extracted and then saved to another system/platform, this can be done using APIs. If opting to use APIs, you would need a web developer or programmer to develop the API integration so that the 2 systems can talk to each other.
Alternatively, using one of the methods detailed in the response to melita could also assist.