Download Case Summary in Manage Cases in TrustLine

Summary

In this article

• Before you begin
• Step 1: Access Manage Cases
• Step 2: Download Case Summary
• Step 3: Share Case Summary with Submitter
•  Frequently Asked Questions (FAQ)

Before you begin

• You need to have an Admin role or the appropriate permissions as a Representative to download and share Case Summaries in TrustLine.
• Ensure that your account has the necessary permissions to view Manage Cases and Download Case Summary.

Step 1. Access Manage Cases

1. Log in to your Plumm account with your genuine credentials.
2. Go to the Admin tab on the dashboard.
3. In the Admin tab, click on Manage Cases to open the case management section.

Step 2. Download Case Summary

1. In the Manage Cases section, you will see a grid displaying all cases.
2. Click on the three dots on the right-hand side of the case you want to download the summary for.
3. Select Download Case Summary from the dropdown menu.
4. The Case Summary will be downloaded, and you can share it with the administrator or other relevant parties.

Step 3. Share Case Summary with Submitter

1. To share the Case Summary with the Submitter (administrator or victim), click on the three dots next to the case.
2. Select Close Case.
3. You will see a toggle button called Send Case Summary to Submitter.
4. Turn the toggle on to send the case summary to the Submitter (administrator or relevant recipient).
5. The representative can send the case summary to the submitter by enabling this option.

Frequently Asked Questions (FAQ)

1.Who can download the Case Summary?

Representatives can share the Case Summary by clicking the three dots, selecting Close Case, and then turning on the Send Case Summary to Submitter toggle.

3.Can I download the Case Summary at any time?