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laura.capozzi
Iress Contributor
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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
laura.capozziIress Contributor
Iress ContributorHi 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.
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