Drag and Drop Files to a Case
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Multi-File Upload available as of Case IQ v9.17 Reach out to your Customer Success Manager or Account Executive to learn about upgrading your application. For versions prior to v9.17, see Manually Upload a File instead. |
You can quickly attach supporting files for your case investigation, like text documents, images, spreadsheets, and videos, from your device to a case. See the types of files you can upload in Supported File Types.
Max 1000 Files per Case
You can add a maximum of 1000 files to a case in your application. From your application's portal, reporters can add up to 50 files when submitting or reviewing their case.
On your desktop, you can drag and drop files on a case's page:
- Navigate to the case's page to which you want to upload files.
- On your desktop, select the files you want to upload.
- Drag the files from your desktop and drop them on the case's page. You can upload up to 20 files at a time.
- If you select more than the limit, reselect the first 20 files you want to upload and drop them in the Add Files to Case pop-up.
- The Add Files to Case pop-up will be displayed. You can drag and drop more files on this pop-up to add more files (up to 20 files in total). Click the Next button when you are done adding files.
- In the next step, you can choose to enter a description of all the files in the "Summary" field. Click the Upload button to proceed.
- If you see an "Enable for AI" checkbox in this step, see the next section, Grant AI Access to a File, for details.
- Case IQ will begin uploading the files to the case. You can see the file upload progress window at the bottom of the page.
- You can maximize and minimize this window by clicking the arrow in the header.
- To cancel uploading a file, hover your cursor over the file in the upload progress window and click the "X" button beside the file. The file will no longer be uploaded to the case and will be removed from the queue.
Max 50 MB File Size
Each file can be a maximum of 50 MB.
Grant AI Access to a File
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Clairia and Copilot Fields Premium Feature Reach out to your Customer Success Manager or Account Executive to learn more about this feature. |
Case IQ's AI, including Clairia and copilot fields, can reference files uploaded to a case to generate meaningful and relevant responses. The AI will only use files to which you have granted it access. See Start, Rename, or Delete a Chat with Clairia and Generate Content for a Case Using AI for details on using Clairia and copilot fields.
To allow Clairia and copilot fields to use files, check the "Enable for AI" checkbox in the Add Files to Case pop-up. The system will begin processing the files after uploading them so the AI can use them. You will see a confirmation banner on the file's pages when processing is complete.
Uploading Files from a Mobile Device
To add files to a case from your mobile device:
- Navigate to the case's page to which you want to upload files.
- Tap the “+ Add
” button on a case’s page. - In the “+ Add ” button menu, tap “Upload files”.
- In the Add Files to Case pop-up, tap Upload a File from your Computer.
- Select the files to upload on your device. You can upload up to 20 files at a time. Tap the Next button when you are done adding files.
- In the next step, you can choose to enter a description of all the files in the "Summary" field. Tap the Upload button to proceed.
- Case IQ will begin uploading the files to the case. You can see the file upload progress window at the bottom of the page.
- You can maximize and minimize this window by tapping the arrow in the header.
- To cancel uploading a file, tap the circle icon beside the file in the upload progress window, then tap the Cancel Upload button. The file will no longer be uploaded to the case and will be removed from the queue.
Delete
Content Searchable Files
Case IQ can search for text in some files when you run a quick or advanced search (see Search in Case IQ for details on quick and advanced searches). Any text files (.docx, .pdf, or .txt) under 15 MB can be pulled in search results. You will see a magnifying glass icon (
) in the Files grid beside any files Case IQ can search.
Content Searchable Up to 2 Years
Files will remain content searchable for two years. You will still be able to search for and access such files from their case or the Files grid, but their content will no longer be searchable.
FAQ
Case IQ could not upload a file. How can I resolve?
If Case IQ could not upload one of your files:
- Make sure the file is a supported file type. See a list of all file types you can upload to Case IQ in Supported File Types.
- Remove any access permissions in your file. Case IQ will not be able to upload restricted or protected files.
- Check how many files have been attached to the case. You can upload a maximum of 1000 files to a case.