How to View All Case Notes and Add a New Note

As a Compliance Officer, you'll be able to add a note to a specific legal case so that you have all the case-related data at one place.  To view all the Notes added to a Case, you just need to: Head over to the Cases section  Find the C...

By Jelena Popovic

• Updated April 04, 2025 10:21

How to Add Keyword Lists to a Case and View All Keyword Lists in a Case

To add a Keyword List to a Case, you just need to: Head over to the Keyword Lists section  Find the Keyword List that you want to add to the Case Click on the More Menu and select the Add to Case option Choose the Case to add to (only t...

By Jelena Popovic

• Updated September 25, 2020 15:27

How to Add Audit Logs to a Case and View All Audit Logs in a Case

To add an Audit Log to a specific Case, just follow these steps: Head over to the Audit section Find the Audit Log that you wish to add to the Case and click on the More Menu Select Add to Case option Choose the Case to add to (only the...

By Jelena Popovic

• Updated September 25, 2020 18:28

How to Manage Cases

As a Compliance Officer or a user with the appropriate Manage Cases permission, you can: View the list of all the Cases created in your organization Create a new Case Edit existing Cases Delete a Case  Close/Reactivate a Case. In order...

By Jelena Popovic

• Updated January 21, 2023 22:54