Investigator tutorials.
From the first sign-in to report delivery. Find the guide for your next step.
01
Office
02Create and assign a case
Set up an investigation and assign the responsible investigator.
Office and investigator
03Upload evidence and record notes
Store files, record observations and organize case evidence.
Investigator and office
04Sign, review and share a report
Follow the draft, signature, review, approval and delivery workflow.
Client
05Use the client portal
View your company's cases and the documents shared by the office.
All users
06Manage email notifications
Choose whether to receive notices and understand how delivery works.
Office
Create users and manage access
Organize clients, investigators and permissions from the team panel.