Cases

Helpful information related to general case related functions.

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
How to Create Service Status Triggers
1. Go to "Service Status Triggers" under Case Customization in the Settings Section. 2. Click on "Add Trigger" to create a new Servic...
Tue, 4 Aug, 2020 at 1:30 PM
Video: Uploading Video
Thu, 6 Aug, 2020 at 1:23 PM
Video: Uploading Audio
Thu, 6 Aug, 2020 at 1:52 PM
Video: Submitting Surveillance Entries
Thu, 6 Aug, 2020 at 2:33 PM
Creating Tasks
1. In the top right hand section of the Case Details click the "plus" icon in the Tasks header.  2. In the pop-up window enter the description ...
Sat, 15 Aug, 2020 at 2:57 PM
Receiving Notification for Case Notes Submitted
1. To receive an email notification when a note is submitted into a case file first click on Settings in the left hand navigation bar and then click on &quo...
Sat, 15 Aug, 2020 at 3:22 PM
Creating Retainers for your Cases
If you have received a retainer from your client and you would like to add it to the case file please follow the below steps.  1. Click on the Billing a...
Mon, 5 Apr, 2021 at 11:12 AM
How to Use CTX E-Sign
1. Select the option inside the Account and Billing from the top right drop down menu on the Account Holder's profile. 2. Inside a case file click o...
Fri, 21 Aug, 2020 at 12:47 PM
Deleting photos from a surveillance report entry
1. Select the edit button for desired report entry in the Surveillance entry tab.  2. Click the "x" on the right side of the photo you want to de...
Mon, 31 Aug, 2020 at 9:19 AM