When a case is complete, you have the option to download uploaded documents, such as ID and other files, directly from the case.
How to Download Individual Documents
Navigate to Uniify β Cases.
Select the case you want to download a document from.
Click the 'Documents' tab on the left.
Locate the document you wish to download.
Click the download icon (π₯) next to the document.
How to Download All Documents in One File
If you need to download all data gathered from a specific flow:
Go to the 'Documents' tab.
Click the 'Action' button in the top-right corner.
Select 'Download Complete Report'.
How to Download a Complete Case Report
If you need to download all data gathered from a case:
Navigate to the 'All Documents' tab in the bottom-left corner.
Click the 'Action' button in the top-right corner.
Select 'Download Case Complete Report'.
Thes options ensure you can quickly retrieve all necessary documents and reports for record-keeping or compliance.
For further assistance, contact our support team at [email protected]