How to investigate a Case

Investigate a Case

As long as a case is open, you can update, edit, or delete any of its resources.

1. From Cases click on the case you want to edit.
2. Edit main Case details:

3. 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.

4. 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:

• To review the alerts related to this case, use the Alerts tab:

• To review the entities related to this case, use the Entities tab.
• To review the reports related to this case, use the Filings tab.

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.

5. Default tabs are customizable: