Save Your Reports and Recall them Easily in CaseWorks

Roy MillerMember

This feature inspired by James Mckay

CaseWorks now support saving report you generate, and you can recall that specific report. Once you save your report, it will be stored in the XDOCS for you. Hit the save report button. Three styles of the report will be created: PDF, HTML and RTF. All of these files you will be able to attach to an email or download. More Later on emailing later.

Then you’ll see this

Then in the XDOCS for that case you will see:

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10/25/2012:17 PM

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