How-to-Use Case Management

Instructions

Follow these instructions in order to create a new case and link your depositions to it.

1. From the dashboard select “Cases” from the navigation bar

   

2. As an organization Owner, Manager, or Coordinator, you will have the ability to create new cases

   1. To create a new case, click “New Case”
      

      

   2. The Owner, Manager, and Coordinator of an organization will be able to view linked depositions under cases

      1. For more information on Organizations, please see Organization Structure Explained
         

3. Create a name for the “Case” and click next
   

   

4. Creating a new case allows you to easily separate and organize linked depositions

   1. Once a case has been created you will be directed to the Linked Depositions dashboard, where depositions can be directly linked too
      

      

      
      

5. From the Linked Deposition dashboard, you may create a new deposition to link to the case

   1. Click New Deposition

      1. For more information, please see How-to Create a Deposition
         

         

6. By creating a new deposition from the linked deposition dashboard, the deposition will be automatically linked to the case

   1. To unlink a case, simply click on the “x” next to the linked case name
      

      

7. Once a deposition has been created, it will be available on the Cases dashboard

   1. To view and edit the linked case, click Cases on the left-hand navigation bar

      1. Cases with linked depositions will be highlighted in blue
         

         

8. Select “View Details” to view a particular case
   

   

9. From the Linked Deposition dashboard, all of the linked depositions will be available to review, edit, or join

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