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AIM Help
Recall Export Process
The recall export process creates a file that contains accounts to recall from an outside collection agency or attorney. The file includes accounts that users recalled manually and accounts that AIM flagged for automatic recall. For more information about automatic recall, see Automatic Recall.
You can create a recall file using the following methods:
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To create a pending recall file for a single agency or attorney, do the steps to Create a Pending Recall File.
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To create a final recall file for a single agency or attorney, do the steps to Create a Final Recall File.
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To create recall files for recall requests that users generated in Latitude, do the steps to Export Data to a File, selecting Recall Files (CRCL) as the file type.
AIM saves the export files to the folder specified in global settings. If your organization configured FTP in global settings, AIM saves each agency's and attorney's file to their folder on the FTP site. If your organization configured email messaging in global settings, AIM sends an email message to the agencies and attorneys indicating that an export file is available. For more information, see Specify General Global Settings.