Cases

Helpful information related to general case related functions.

How do I get the date and time stamp on my video?
The system allows users to upload raw video and the system then utilizes the meta data contained the video file to place a time and date stamp on the video....
Thu, 8 Nov, 2018 at 3:56 PM
How do I add subject photos to a profile?
You can customize and add a photo to any subject type.  This video will walk you through the process
Thu, 8 Nov, 2018 at 3:59 PM
How do I add or reduce a case budget?
You can keep track of your budget during a case and change the budget at any time.  There is also a log that tracks budget changes and lets you know all the...
Thu, 8 Nov, 2018 at 4:03 PM
Can I enter and keep track of client retainers?
Yes.  The system has a robust financial features that allow you to track retainers, add payments and more.  Watch the tutorial video and follow along to man...
Thu, 8 Nov, 2018 at 4:09 PM
I have to charge sales tax. Can that be calculated?
Yes.  See this video to learn about how to enter your sales tax rate for billing purposes
Thu, 8 Nov, 2018 at 4:14 PM
What are case tags?
Case tags are a way to label certain types of cases.  Check out this video for more information on how to use case tags.
Thu, 8 Nov, 2018 at 4:16 PM
What are document categories?
We are glad you asked.  Check out this video and learn about document categories and keeping your documents organized the way you want them
Thu, 8 Nov, 2018 at 4:23 PM
Can we print a case sheet or case details?
Investigator users have the ability to create a case sheet by clickign on the drop down next to case details and clicking on Print Case Details. Admin u...
Fri, 9 Nov, 2018 at 11:33 AM
How do I enter and create a new case?
We have a great tutorial video to help with creating new cases.
Fri, 9 Nov, 2018 at 2:44 PM
Uploading cases in bulk using the Bulk Uploader
The bulk uploader allows a user to add multiple cases at one time, most often from a spreadsheet.  Some of our users get hundreds of skip traces, locates, p...
Fri, 9 Nov, 2018 at 2:56 PM