How to investigate a Case
![ezgif-4-2304c2f273.gif 800](https://files.readme.io/8f4809c-ezgif-4-2304c2f273.gif)
Investigate a Case
As long as a case is open, you can update, edit, or delete any of its resources.
- From Cases click on the case you want to edit.
- Edit main Case details:
![Unit21-Case-11.png 1600](https://files.readme.io/9fd065b-Unit21-Case-11.png)
- Edit case resources:
- To remove resources like Tags, Entities, Watchers, click the
x
by their name. - To add the resources, click the field and add the resources you want.
![Unit21-Case-5.png 1600](https://files.readme.io/e3ca506-Unit21-Case-5.png)
- Additional Tabs:
- Write notes from the Notes tab
- Upload documents from the Documents tab.
- To go through your investigation workflow (a list of to-dos), use the Investigation Checklist tab:
![Unit21-Case-6.png 1600](https://files.readme.io/1be2f82-Unit21-Case-6.png)
- To review the alerts related to this case, use the Alerts tab:
![Unit21-Case-8.png 1600](https://files.readme.io/61eec4d-Unit21-Case-8.png)
- To review the entities related to this case, use the Entities tab.
- To review the reports related to this case, use the Filings tab.
![Unit21-Case-7.png 1600](https://files.readme.io/0511028-Unit21-Case-7.png)
Any change you make updates the case automatically─you don’t need to save.
After you change an alert, the changes appear in the Audit Trail tab.
- Default tabs are customizable:
![Unit21-Case-9.png 1600](https://files.readme.io/5139b97-Unit21-Case-9.png)
Updated 8 months ago