Public case intake

Complyr supports public case intake via shareable links. This allows someone outside your Complyr account to submit information that creates a new case.

Public intake is configured by a team admin in Team Settings.

Create a public intake link

1. Switch to the correct team
2. Open Team Settings
3. In Public Case Form Access, select Add / Configure
4. Configure:
   • Title (optional; shown at the top of the page)
   • Intro Message (optional; shown above the form)
   • Success Message (optional; shown after successful submission)
   • Allowed Case Types (all, or a selected subset)
   • Allow Embedding? (optional)
5. Select Generate URL

After creating a link, you can also:

• Copy Public URL
• Open Public URL
• Enable/Disable Access
• Delete

Embedding the public intake form

If you enable embedding, you must provide one or more allowed origins (one per line). Only those origins can embed the form.

The public intake page also supports an embed mode via the query parameter ?embed=1.

What the public user will see

• If the link allows multiple case types, they’ll be asked to select a Case Type first
• After submission, they’ll see your configured success message (or a default confirmation)

Common issues

• Form open too long: if the page has been open for a long time, the user may be asked to refresh before submitting
• Link disabled or deleted: users may see an error if the link is no longer available
• Embedding blocked: if an embed is attempted from an origin not on the allow list, access can be blocked