Cases
Helpful information related to general case related functions.
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
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
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
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
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
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
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
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...
Fri, 11 Oct, 2024 at 8:27 AM
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
First, mark the audio file as "active" (check the box and it will turn green once active). Your client can either log in to listen to the audio ...
Mon, 8 Jul, 2019 at 11:41 AM