← Back to CRM Bulk Case Drafting AI Review

🏦 Bank Statements

Manage uploaded bank statements across all clients
Manual mode Β· auto-link off
πŸ“„
β€”
Total Uploads
⏳
β€”
Pending
☁️
β€”
Uploaded
βš™οΈ
β€”
Processing
Manual mode: auto-link is off
0 selected Select rows, then link all selected uploads to one CRM case.
# File ID Client Ref Bank File Name Size Status Uploaded Actions
πŸ”— Link upload to a CRM case
Search by client name, email, claim ref, submission ref, or case ID.
Type at least 2 characters to search cases.
Document preview
Loading preview…