How-to-Use Case Management
The Case Management feature enables the depositions to be linked under one case. In addition, this feature will allow exhibits to be carried over from proceeding to proceeding. All uploaded documents, both private and shared, are securely accessible within all other proceedings linked to a case.
The Owner, Manager, and Coordinator of an organization have the ability to create cases. For more information on Organizations, please see Organization Structure Explained
Create a New Case
As an organization Owner, Manager, or Coordinator, you will have the ability to create new cases. To create a case, click on “Cases” located in the left navigation bar.
To create a case, click “New Case”
Input the name of the case as you’d like it to be displayed to all attendees, then click “Next”
Once a case has been created, you will be directed to the Linked Depositions page.
To create a linked deposition within a case, click “New Deposition”
A new deposition created within a case will automatically be linked. In the event that you need to unlink a case, click on the “x” next to the linked case name. Once a linked proceeding has been created, it will be viewable on the Cases dashboard.
For more information about creating a deposition, please see How-to Create a Deposition
To view and edit a linked proceeding, click “Cases” on the left-hand navigation bar. Find the case in question and click on “View Details”
9. Once you are within a Case, you can view all linked proceedings, “edit” proceedings, or opt to click “Join Now” to enter into a proceeding.
If a proceeding was not linked to a case upon creation, you can go to the “Edit Details” page and then add it to a case.
Exhibit Copying
When you upload exhibits within a deposition that is part of a case, your exhibits will be automatically copied to upcoming linked depositions within the case once the deposition has ended
For more information on how Case Exhibit Copying works please see How Case Exhibit Copying Works
For more information on how to upload exhibits, please see How-to Upload an Exhibit Before and During a Deposition