Trackline
Downloading a whole case
Take everything from one supplier or matter at once, with its dates.
The moment to hand things over arrives: an inspection, a client asking for the file, a change of advisers. Downloading documents one by one is half a morning; the whole case downloads in one go.
What you get
- Every delivered document, organised by phase.
- The data extracted from each one.
- Who delivered what, and when.
Watch out
If you are sending it to someone outside, check first for documents with personal data that did not need sharing. The download takes everything.
When to use the link instead
If whoever asked only needs to look at it, a link is better: it is checked on the spot, takes no space and leaves no copy in anyone's inbox. Downloading is for when the file itself has to change hands.
›Does the data come in a spreadsheet-friendly format?
Yes, so you can filter it and cross it with your own.
›Can I download only one phase?
Yes, or only the documents you select.
›Is my download recorded?
Yes, accesses and downloads are part of the traceability.
A real case
The situation
A client changes advisers and asks for their whole file from the last three years.
What you do
- Downloads that client's cases
- Checks no third-party documents are inside
What you get
It is handed over in one go, with every document's date, and without spending a morning on it.
The situation
A client asks for everything on a supplier and it is sent document by document.
What you do
- Downloads the complete file at once
What you get
The handover is prepared in a minute.
The situation
The file with its dates is needed for an audit.
What you do
- Downloads including the trail
What you get
You hand over what backs it, not only the files.
The situation
It is downloaded and then nobody knows what each file is.
What you do
- Checks the names reflect the document
What you get
Whoever receives it finds their way without explanation.
The situation
Only part of the file is needed.
What you do
- Selects what is relevant before downloading
What you get
What was asked for is delivered, and nothing more.
The situation
The download is saved on one person's machine.
What you do
- Shares from the platform instead of downloading
What you get
There is a trail of who saw it.
This article answers
- download every document in a case
- export a complete process
- send all the documentation to a third party
- export the data to a spreadsheet