Business areaDocuments & KYC
Documents & KYC
One-Click Case Share
Prepare and share the required application information and documents through the supported workflow.
Designed forOperations teams and Managers
Available plansStarter, Professional, and Enterprise
What Is One-Click Case Share?
Case sharing helps operations teams assemble application information from the connected record before sharing it with an intended recipient.
One-Click Case Share works with Applications, Documents, and Lenders as part of the wider DSACRM Documents & KYC workflow.
Why One-Click Case Share Matters
Preparing lender case files manually requires repeated downloading, renaming and checking of documents.
A Clear, Practical Workflow
- 01
Review application information and documents.
- 02
Select the supported case-sharing action.
- 03
Share or export the prepared case through the available workflow.
What You Configure
- Application data
- Required documents
- Intended recipient
What Your Team Gets
- Prepared case information
- Share activity record
Important to Know
- The available sharing method depends on the configured workflow and recipient requirements.
Common questions
One-Click Case Share FAQs
Quick answers about usage, setup, outputs and plan availability.
What is One-Click Case Share in DSACRM?
Case sharing helps operations teams assemble application information from the connected record before sharing it with an intended recipient. Prepare and share the required application information and documents through the supported workflow.
Who should use One-Click Case Share?
Operations teams and Managers can use this capability within the Documents & KYC workflow.
Which DSACRM plans include One-Click Case Share?
One-Click Case Share is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for One-Click Case Share?
Typical setup includes Application data, Required documents, and Intended recipient.
What does the team get from One-Click Case Share?
The supported outputs include Prepared case information and Share activity record.