How to import a case list for another system?
Login -> Dashboard -> Settings -> Import/Export -> Import case list
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to import/export.
Click on export all data and documents, you will be promoted to a new window.
You will provided with various options, move forward with the ones needed and export all data and documents accordingly.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to import/export.
Click on export all data and documents, you will be promoted to a new window.
You will provided with various options, move forward with the ones needed and export all data and documents accordingly.
Updated on: 13/04/2023
Thank you!