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Share File FAQ

How can a recipient access the file?

After you share the file, the recipients will receive two emails:

  1. The email you drafted in the Share File pop-up body, containing the link to the file. 
  2. The “Verification Code” email, containing the recipient’s unique login credentials.

The recipient can access the file using the following steps:

  1. Click the link in the first email to load the File Share page in your web browser. 
  2. A disclaimer will be displayed, advising that viewing the document will generate a read receipt. You must agree to the disclaimer before you can click the Next button to proceed.
  3. Copy the verification code sent to your email address and paste it into the “Enter verification code…” textbox. Click Login to go to the Shared File’s page.
  4. After logging in, you can click the download icon on the Shared File’s page to securely save the file to your device or click the file link to preview supported file types.

Does Case IQ track when the recipient accesses the file?

Yes, the case owner and investigative team will be notified when a recipient downloads or previews the file.

Shared File Notification in Notifications menu.

You can also check the read receipt on the file's page. Navigate to the Access tab on the file's page and scroll down to the "Shared via Secure Link" section. Click a row in this grid to see the read receipt, which contains the date and time the recipient read the file.Read Receipt record in the Shared grid.