---
id: KB-TL-009
url: https://app.codecontract.io/help/trackline/downloading-a-whole-case
idioma: en
categoria: trackline
subcategoria: seguimiento
audiencia: usuario
nivel: intermedio
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-TL-008, KB-TZ-001]
citadoPor: [KB-IC-001, KB-CF-003]
enLaApp: https://app.codecontract.io/trackline
---

# Downloading a whole case

_Take everything from one supplier or matter at once, with its dates._

**Responde a:** download every document in a case · export a complete process · send all the documentation to a third party · export the data to a spreadsheet

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.

**En corto**

- Documents come down with their phase structure.
- Extracted data comes separately, so it opens in a spreadsheet.
- Dates travel with the download: without them it would prove nothing.

## What you get

- Every delivered document, organised by phase.
- The data extracted from each one.
- Who delivered what, and when.

> [!WARNING]
> 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.

## Ejemplos

**A client changes advisers and asks for their whole file from the last three years.**

- Downloads that client's cases
- Checks no third-party documents are inside

→ It is handed over in one go, with every document's date, and without spending a morning on it.

**A client asks for everything on a supplier and it is sent document by document.**

- Downloads the complete file at once

→ The handover is prepared in a minute.

**The file with its dates is needed for an audit.**

- Downloads including the trail

→ You hand over what backs it, not only the files.

**It is downloaded and then nobody knows what each file is.**

- Checks the names reflect the document

→ Whoever receives it finds their way without explanation.

**Only part of the file is needed.**

- Selects what is relevant before downloading

→ What was asked for is delivered, and nothing more.

**The download is saved on one person's machine.**

- Shares from the platform instead of downloading

→ There is a trail of who saw it.