Cases
Create, view, and manage cases.
This section covers the main case workflow in the Complyr app.
What’s in a case?
When you open a case you’ll see:
- Details: the case form (fields are defined by the case type)
- Actions: tasks with owners and due dates
- Messages: messages to/from parties (including system events like uploads)
- Parties: individuals and companies related to the case
- Files: uploaded files (optionally categorised and shared with parties)
- Notes: internal notes, including @mentions, with optional sharing to parties
Common tasks
- Create a case from Dashboard or My Cases
- Assign a case to a team member
- Update the case status
- Add parties and invite them to the portal (if enabled)
Articles
Create a case
Start a new case from the Cases area.
View a case
Open an existing case and see its status, actions, and timeline.
Case list: Your Cases vs All Cases
Filter the case list to focus on cases you own, or browse everything in the team.
Update a case status
Change the case status, including closing and reopening.
Assign a case to a team member
Change the case assignee and optionally reassign existing actions.
Use case flags
Add or remove flags to highlight important cases.
Manage actions on a case
Add actions, filter by due/open, and keep work moving.
Add and manage parties on a case
Add individuals/companies and keep contact details up to date.
Send messages to parties
Compose a message, choose a party, and manage unread inbound messages.
Add notes (and share them with parties)
Capture internal notes, @mention teammates, and optionally share with selected parties.
Upload and manage files
Upload files (max 100MB), categorise by file type, share with parties, and download.
Public case intake
Use public links to collect case information.