Helpful information related to general case related functions.

How do I allow a client to view or access an audio file?
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
Are the email notification sent to investigators?
There are email notifications that can be automatically sent to investigators such as assignment updates, billing updates, GPS tracking updates, and sever...
Sat, 3 Apr, 2021 at 11:18 AM
Can we print a case sheet or case details?
Users can print the case details page by using the Blue "print" button.
Sat, 3 Apr, 2021 at 11:20 AM
How do I enter and create a new case?
We have a great tutorial video to help with creating new cases. This video covers these topics: Creating a New Case Quick Add Case Button Bulk Impor...
Wed, 15 May, 2019 at 1:03 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
What are the clock icons next to the scheduled dates for cases?
This is an indicator for the GPS tracking feature.  If the assigned investigator has not started the GPS tracking for the file they are working the cl...
Mon, 8 Jul, 2019 at 11:25 AM
Can I upload a report template?
For information on report templates, check out this tutorial video
Tue, 13 Nov, 2018 at 1:39 PM
How do I schedule a case or schedule an investigator?
To schedule a file, go to the case details page, click "edit case" and scroll down to the "Service Schedule Information" section. You wi...
Mon, 15 Apr, 2019 at 12:13 PM
Adding attorney, investigators and multiple parties to a case
This scenario was posted by one of our users:   "I am subcontracting a traffic reconstruction case. I need my client and the re-constructionist to acc...
Thu, 22 Aug, 2019 at 1:21 PM
How do I make video and notes available for a client to view after I had initially marked them not visible when I put them in?
To make the notes viewable: go into the case notes of the file select the note you want to make viewable to the client click on the edit icon and change...
Mon, 10 Dec, 2018 at 3:48 PM