Find and manage your cases
See how to search and filter your cases and send a reminder to several cases at once.
Cases shows all your cases in one list with title, reference number, folder, date, recipients and status. Search and filters help you find the case you're looking for quickly, and you can handle many cases at once.
The video shows how to search, filter and send a reminder to several cases at the same time. Below, you can read the steps.
How to do it
- Open Cases. Click Cases in the menu on the left. The newest cases are at the top.
- Search for a case. Type in the search field for title and reference number, or search for a recipient's name or email in the field next to it.
- Filter the list. Choose a folder or a user, or click "Show all filters" to filter by status, email template, creation date and more.
- Select several cases. Tick the cases you want to work with, or select all cases at once with the box at the top.
- Choose an action. Under "Actions", you can, for example, send a reminder, move the cases to another folder, download them or delete them.
Good to know
- Click a case to open it. Drafts open straight in the wizard, so you can finish them.
- Filters are kept in the address, so you can bookmark a particular view.
- Deleted cases stay in the recycle bin for a while, so you can restore them if it was a mistake.
Questions and answers
Why can't I see all of my company's cases?
By default, the list shows your own cases. Choose another user in the filter to see colleagues' cases. Which cases you may see depends on your roles and the folders' access.
Can I send a reminder for many cases at once?
Yes. Select the cases and choose "Send reminder" under "Actions". The reminder goes to the recipients who haven't signed yet.
Can I download many cases at once?
Yes. Select the cases and choose to download them under actions. The documents are collected in one zip file.
