2025-05-21: Custom PDF Download

Modified on Wed, 21 May at 9:08 AM

The Case PDF download feature can now be customised. Previously, all Case Activities associated with the Case would be included in the PDF as default. Now, Users can choose which Case Activities to include, ensuring that only relevant information is shared within your business.

To use this feature, simply open a Case and click the PDF download button. A pop-up will appear, allowing you to select the specific Case Activities you wish to include. Once selected, click download and a PDF will be generated.


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