Helpful information related to general case related functions.

Is there a setting so the system does not process video when it is uploaded?
Yes.  That is accomplished in the Case Types area.   Click on Settings > Case Types and edit the case type (or all case types).   For the ...
Thu, 27 Jun, 2019 at 11:12 AM
Notification for Uploaded Investigator Reports
In order to receive a notification when your investigators upload their reports please do the following: Go to settings>system email>and click the...
Wed, 15 Apr, 2020 at 5:37 PM
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
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 ...
Thu, 3 Sep, 2020 at 10:38 AM
How do I change the default information that appears in the invoice line item description?
You can customize the information that appears in your invoice line items in Settings Each items has different variables (fields) you can utilize and hav...
Wed, 25 Mar, 2020 at 10:37 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, 11 Feb, 2021 at 10:24 AM
How do I fix the wrong date has been entered error message?
If you get this error, the date you selected for the item may be incorrect.  The system flags dates that are: Before the case was opened After the case i...
Fri, 17 Apr, 2020 at 2:54 PM
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 date and time
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...
Mon, 4 May, 2020 at 7:53 AM
Adding subjects to Case Types
To add additional subjects (witness, plaintiff, defendant, relative, etc.) to your file when entering a new case they must be added in "Case Type"...
Tue, 19 May, 2020 at 9:43 AM