Download documents from a case

Once a customer has completed their flow, you can easily download the collected documents - such as IDs and other files - directly from Uniify for your own records.

Download individual document

If you only need a specific attachment:

1. Go to Cases and select the relevant case.

2. Click the Documents tab on the left side.

3. Locate the document in the list and click the download icon (📥) next to the file.

Download a flow report

If you want all data from a specific flow (e.g., only for the primary person) combined into one file:

1. Go to the Documents tab.

2. Click the Actions button in the top right corner.

3. Select Download Complete Report.

Download a complete case report

If you need all data from the entire case (including all entities and parties):

1. Go to the All Documents tab at the bottom of the left menu.

2. Click the Actions button in the top right corner.

3. Select Download Complete Report.

Any questions?
If you experience issues downloading your files or if a report isn't generating correctly, please reach out via the chat or at support@uniify.io.