Associating cases with a file

To track which files are involved in a case or incident, you can manually associate one or more cases with a file in the File Edit page.

What you should know

NOTE: Only files that are manually associated with a case can be removed from the Associated cases section. Files that are automatically associated with a case based on incident time range cannot be removed from the Associated cases section.

To associate cases with a file:

  1. Open an existing file.
  2. In the General section of the File edit page, next to Associated cases click Add.
  3. In the search box, type a case name, and press Enter or click the search button ().
  4. Select the check box for the case that you require and click Add.
  5. (Optional) Click Remove to remove any cases that are no longer required.
  6. Click Save.
    NOTE: Any automatically associated cases are also displayed in the Associated cases section.

The file is now associated with the case or cases. Users assigned to the case can view, edit, or download the file.