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Cases
All the Cases related articles.
How to View All Case Notes and Add a New Note
As a Compliance Officer, you can add notes to a specific legal case so that all case-related information is in one place. View all notes in a case Go to the Cases section. Find the case you want and click Manage. Open the Notes tab (...
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How to Add Keyword Lists to a Case and View All Keyword Lists in a Case
Add a keyword list to a case Go to the Keyword Lists section. Find the keyword list you want to add to the case. Click the More Menu (represented with ...) and select Add to Case. Choose the case to add it to. Only active cases are show...
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How to Add Email(s), Social Item(s), File(s) to a Case and View All Emails/Social Items/Files in a Case
As a Compliance Officer, you can add emails, social items, files and website items from your search results to a case, so everything related to it is in one place. Add a single item to a case Go to the Search section and run a search. C...
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How to Add Audit Logs to a Case and View All Audit Logs in a Case
As a Compliance Officer, you can add audit logs to a case, so the record of who did what is kept together with the rest of the case. Add an audit log to a case Go to the Audit section. Choose the users, actions and date range you want t...
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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...
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