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tSpratt
Level 3
Status: Planned

We have commissioned a client-facing portal to give our clients the ability to log cases in our Chorus system and a requirement has been raised by a client who has seen the suggested solution demonstrated: they require that when they have created or updated a case in the portal they can then generate a summary of all the details they have entered and the documents they have uploaded. They would like the summary to be in the form of a PDF that they could then download and store in their own system.

Ideally the summary would be generated on user request.

2 Comments
Status changed to: Planned
Clararaj
Staff
Staff

This feature is being planned in 2026

Clararaj
Staff
Staff