posted an update

The following enhancements and features have been developed, tested and released to production:

  • Implementation of a more robust case file backup process, allowing users to setup a routine case file backup while working within the application to safeguard unexpected outages and mitigate data loss
  • Users now have the ability to export a zip package of one or more parsed financial documents from the system.
  • The user can independently save the case file data, the original financial documents, or an application package that contains both the data and original files.

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