Add a URL to a Case
You can add the following types of files to cases:
File Upload | Add a file from your device to a case. See Manually Upload a File or Drag and Drop Files to a Case. |
Generated Document | Create a document for the case using a template configured by your System Administrator. See Generate Documents from a Template for steps. |
Packet | Generate multiple documents from templates, then collect them in a single .pdf file. See Generate Documents from a Template for steps. |
Custom Packet | Choose templates to generate documents, then collect the documents in a single .pdf file. See Generate Documents from a Template for steps. |
URL | Create a link to another website. |
This article covers how to add a URL to a case to create an easily accessible link to another website. For example, you can add a URL for metadata, a filepath, or a shared drive. If you want to upload a file from your device to a case, see Manually Upload a File or Drag and Drop Files to a Case.
Add a URL to a Case
To add a URL to a case:
- Navigate to New File form via one of the following buttons:
- The Add File button on the Files Grid page.
- The “+ Add
” button on a case’s page.
- The Add File button on a case’s page, under the Files tab.
- On the New File form, select a case to which to add the URL if the "Case" field is not already filled in.
- In the "Kind" field, select "URL".
- You can enter a description of the URL in the "Summary" field.
- In the "URL" field, type or paste in a link to a website.
- Click the Save button to add the URL. You can also use the “Save and Copy” option in the Options (
) button menu to quickly add another URL for the same case. The original file record will be saved and another New File form will be loaded. All values that you entered in the previous form will be copied over to the current New File form.
- To link the URL to another record, see Link a File to Another Record.
- To grant the case's reporter access to the URL, see Allow a Portal Reporter to View the File.
Link a URL to Another Record
You can link the URL with another record, such as a party, note, or to-do, for the same case to show a connection. For example, you could link a URL to a party to show that the party provided the file for the investigation. You can link a URL on the New File form using the following steps:
- Click the Link (
) button on the New File form.
- In the "View all linked records" pop-up, click the Link Records button.
- Select a "Record link type" for the link. The link type indicates how these records are related to each other.
- Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
- Select one or more records to which you want to link to the URL. You can link up to 50 records with the URL at once.
- When you have finished choosing the record link type and records, click the Link Records button.
- The links will be created after you save the New File form. When the links are available, they will be displayed on the file's page, the other record's page, and the case's page under the Links tab. You can now close the "View all linked records" pop-up and continue filling in the New File form.
You can add and edit more links after creating the file. Refer to Link a Case's Records for details on editing and deleting record links.
Allow a Portal Reporter to View the URL
If the case for which you are adding the URL is external and you have the appropriate permissions, you can allow the individual who reported the case to access the link. This means that the reporter can log in to your application's portal and view the link for the case they added. Check the "Allow Reporter Access" checkbox before saving the New File form to let the reporter view the URL.