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....
Sat, 3 Apr, 2021 at 10:57 AM
What is the blue clock icon on the case list?
You may notice a blue clock on your case list in the Scheduled column.  This is an indicator for GPS tracking. If the assigned investigator has not starte...
Fri, 9 Nov, 2018 at 11:37 AM
How do I start to create my own custom report template?
You can create your own report by going to Settings > Report Templates in the Investigative Reports section.  Click on the "Add Report Templ...
Sat, 3 Apr, 2021 at 11:03 AM
How do I add subject photos to a profile?
1. Click on the drop down arrow next to Files and select Photos.  2. Click Add Photo and then either drag/drop a photo file in the blue border box or cli...
Sat, 3 Apr, 2021 at 11:10 AM
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.   The video below is a great resource and includes: How to add or r...
Thu, 25 Apr, 2019 at 10:59 AM
How to add Sales Tax?
There are two ways to add Tax Rates inside the system. The first way is through the System Settings:  1. Click on Settings, near the bottom of the left ...
Thu, 3 Nov, 2022 at 4:46 PM
Can I search for cases by Investigator?
Yes you can search for files by investigators and other criteria via the Case Search > Advanced Search  
Thu, 20 Jun, 2019 at 10:32 AM
How do I get my Delvepoint search results into the documents tab?
At the top, click on the 3 lines next to Search Options, then select export, select the export document type you want and then when it asks you "do y...
Thu, 27 Jun, 2019 at 11:22 AM
Why can't my clients see cases I create for them?
Make sure that the contact at the company is listed in the client "contact" section of the file.  You will also need to make sure you have givi...
Thu, 27 Jun, 2019 at 11:24 AM
What are case tags?
Case tags are a way to label certain types of cases.   Examples include RUSH, NEEDS ATTENTION, REVIEW, etc Check out this video for more information on ...
Fri, 19 Apr, 2019 at 9:53 AM