Searching for cases or files

If you have many cases and files in the system, you can find a specific case or file from the Search tab by using keyword searches, category, date and time filters, case status, case associations, device assignment filters, or by finding the case or file on a map.

Video: click_to_hide_video

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages. If using Internet Explorer, the video might not display. To fix this, open the Compatibility View Settings and clear Display intranet sites in Compatibility View.

Text: Click to hide text

What you should know

  • Thumbnail previews are displayed in search results for the following files: BMP, PNG, JPEG, GIF, Icon, and MP4.
  • When you select Specific dates, any cases or files that have at least 1 minute of their duration within the time range are displayed.

To search for a case or file using the search box:

  1. Click the Search tab.
  2. In the Search field, type keywords or tags related to the case or file, and press Enter or click the search button ().
  3. Click Search criteria to expand the search menu.
    an image of the Search criteria toolbar containing filters for cases, files, category, date and time range, case status, case associations, file associations, and device assignment
  4. (Optional) Filter your search for cases or files: select either Cases, Files, or both.
  5. (Optional) Filter your search by category: click Category and select one or multiple categories from the drop-down menu.
    TIP: Select Clear all to show all categories in the search results.
  6. (Optional) Filter your search by date or time: click Date and time and select the options that you require.
    Filter by dialog showing date and time options
    • Select Any time to search all time ranges.
    • Select Specific dates to search a specific time range. Enter a date and time, or use the calendar and date icons to select a specific time range.
    • Select All day to search from 12:00 am to 11:59 pm for the selected days.
  7. (Optional) Filter your search by case status:
    1. Click Case status.
    2. Select Open, Closed, or both.
    3. Select Clear all when you want to show all open and closed cases in the search results.
  8. (Optional) Filter your search by case associations: click Case associations and select With files, Without files, or both.
  9. (Optional) Filter your search by file associations: click File associations and select Linked, Unlinked, or both.
  10. (Optional) Filter your search by device assignment:
    1. Click Device assignment and select the options that you require.
    2. In the Search field, type a user name or email address, and press Enter or click the Search button ().
    3. Select the user that you require and click Confirm.

After you finish

Click a case or file thumbnail to open it.