View a case

You can open a case from Dashboard, My Cases, My Actions, or from sidebar search results.

Open a case from My Cases

1. Open My Cases
2. Select a case row in the list

What you’ll see on a case

Header

• The case type and case reference (for example: Complaint 1234)
• A saving indicator may appear while changes are being saved

Tabs

• Details: the case form fields
• Actions: case actions (add, assign, reschedule, mark open/closed)
• Messages: portal-style messaging with parties; inbound messages can be marked read
• Parties: individuals/companies linked to the case; invite to the portal from here (if enabled)
• Files: upload, download, categorise, and optionally share files with parties
• Notes: internal notes, @mentions, and optional sharing with parties

Sidebar

• Case status (driven by case type configuration/workflow)
• Assigned To (with an option to reassign actions if needed)
• Flags (if configured for the case type)
• Actions (a quick view of what’s due next / overdue)
• Timeline (opened/modified/closed information)