Cases

Helpful information related to general case related functions.

Can you recover deleted case files
If a case file has been deleted and needs to be recovered we can restore the file;  but, there will be a $95/hour diagnostic/recovery charge.   First, w...
Thu, 3 Sep, 2020 at 10:44 AM
Adding Multiple Subjects To A Case
In order to add multiple subjects to a case, you must first make them available to use inside your case types. To do this, please follow the below steps: ...
Wed, 12 Mar, 2025 at 3:48 PM
How do investigators enter mileage?
In order to enter mileage you need to be under the case file.  Once you have opened the case file click on the Billing & Expenses tab Click on Add ...
Wed, 12 Mar, 2025 at 3:53 PM
How do I change the default information that appears in the invoice line item description?
You can customize the information that appears in the description of invoice and expense line items by following the below: 1) Go to "Settings"...
Thu, 13 Mar, 2025 at 8:54 AM
Updating Client Notification Emails
1. To update your client notification emails for any given upload into their case files first click on settings on the left side of the user interface.  ...
Thu, 13 Mar, 2025 at 8:59 AM
How do I fix the wrong date has been entered error message?
If you get this error when entering an invoice/expense item, the date you selected for the item meets one of the following criteria: The date is before th...
Thu, 13 Mar, 2025 at 9:08 AM
Creating Templates and Reports Webinar
Here is a recording of the webinar conducted on Creating Templates and Generating Reports Click Here to View or Download
Fri, 22 Jul, 2022 at 1:26 PM
Changing the Date on Report Entries
1. Click on the blue box in the top right of your entry to edit your report.  2. Click on the drop down box next to schedule date to either select a d...
Thu, 13 Mar, 2025 at 9:11 AM
Adding subjects to Case Types
To add additional subjects (witness, plaintiff, defendant, relative, etc.) to your file when entering a new case you must first make them available to use i...
Thu, 13 Mar, 2025 at 9:14 AM
Uploading Video into Files tab
1. Select Video from the drop-down box in the files tab.  2. Click on the upload video button on the right side of the screen. 3. Select the scheduled dat...
Tue, 30 Jun, 2020 at 10:54 AM