You can download a PDF summary of any completed case directly from the Completed tab on the home screen. The PDF is called a Case summary report and contains all the key details from the case in one document.
What's in the PDF
Listing details — nature & purpose, transaction value, property address
Client details — name, approval status, risk rating, contact information
Verification results — KYC type, date initiated, pass/fail result
Decision notes you added to the case
How to download
The download is only available for cases that have been fully completed. You cannot download a case that is still in progress.
Option 1 — From the Completed list (quickest)
Go to the Completed tab on the home screen.
Find the case you want to download.
Click the three dots (⋯) on the right-hand side of that listing.
Select Download Case.
The PDF will download immediately to your device.
Option 2 — From inside the case
Go to the Completed tab on the home screen.
Click on the case to open it.
On the right-hand side of the case, click the Download Case button.
The PDF will download immediately to your device.
Can't see the download option?
The download option only appears on completed cases. If the case is still open or in progress, you will need to complete it first before the PDF becomes available.
If the case is completed but you still cannot see the option, try refreshing the page. If the problem continues, contact support.
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