Guides & Tutorials

Adding custom user groups

If you have recently added new users, you may want to control what type of information they’re allowed to view. This is where our user groups se...

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Filtering your cases

The more you use the system the more information you’ll be saving, this is why we have implemented the Filter Cases sidebar, and with these few...

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White labelling options

White labelling is a bit more complicated, but for more information on white labelling please feel free to Contact Us.  ...

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Add additional users

If you have recently Upgraded your Account you now have the option to add more users. All of these steps will be starting from the Dashboard. Go to T...

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Adding custom case statuses

If you have recently Upgraded your Account you now have the option to add more users. All of these steps will be starting from the Dashboard. Go to T...

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Adding custom case types

Adding Custom Case Types is a great way to keep different cases organised and also manage who can view each case, we implemented this feature to give...

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Adding a new agent

Creating a new agent within our investigation software is an important task for teams or companies using this software. With these few steps, you can...

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Adding client notes

Adding new client notes within our investigation software is a great way of keeping updated notes on a client. With these few steps, you can have clie...

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Uploading files to a case

Uploading files to a case can be very helpful, this is why we included it in our software. With these few steps, you can have your files uploaded per...

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Managing case file folders

Managing case file folders is a great way to keep organised and also manage who can view the files, we implemented this feature to give the user compl...

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Enable client login

Having a client login is a great way for the client to be updated on the case, even when you’re out of the office. If you haven’t yet got...

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Changing the case status

Changing your Case Status is a great way of keeping track of your cases. It takes just a few moments to change the status of a case, which you can fol...

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Changing the case type

Changing your Case Type is great for keeping your cases organised, especially if you have a team of staff members. With these simple steps, you can ch...

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Adding a case note

Adding new case note within our investigation software is a great way of keeping updated notes of a case. With these few steps, you can have case note...

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Create a new client

Creating a new client within our investigation software is a great way of keeping organised profiles. With these few steps, you can have a new client...

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Create a new case

Creating a new case within our investigation software is one of the most important tasks as it’s the starting point just about jobs that you ent...

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