You can add the following types of files to cases:

This article covers how to upload a file to a case to attach supporting files for your case investigation, like text documents, images, spreadsheets, and videos, from your device to a case. As of Case IQ v9.17, you can drag and drop files on a case, see Drag and Drop Files to a Case for details.

Upload a File to a Case

You can attach a file from your device to a case using the following steps. You can upload one file per file record. See the types of files you can upload in Supported File Types.

1. Navigate to New File form via one of the following buttons:
   1. The Add File button on the Files Grid page.
   2. The “+ Add ” button on a case’s page.
   3. The Add File button on a case’s page, under the Files tab.
   
2. On the New File form, select a case to which to add the file if the "Case" field is not already filled in.
3. In the "Kind" field, select "File Upload".
4. You can enter a description of the file in the "Summary" field.
5. In the "Attachments" box, upload the file to add to your case by either:
   1. Clicking the Upload a File from your Computer button and choosing a file from the file browser.
   2. Dragging and dropping a file from your desktop into the New File form. 
6. Click the Save button to upload the file. You can also use the “Save and Copy” option in the Options () button menu to quickly add another file 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.
   1. To link the file to another record, see Link a File to Another Record.
   2. To grant the case's reporter access to the file, see Allow a Portal Reporter to View the File.   

Link a File to Another Record

When adding a file, you can link it 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 file to a party to show that the party provided the file for the investigation. You can link a file on the New File form using the following steps:

1. Click the Link () button on the New File form.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. Select one or more records to which you want to link to the file. You can link up to 50 records with the file at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. 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 File

If the case for which you are adding the file is external and you have the appropriate permissions, you can allow the individual who reported the case to access the file. This means that the reporter can log in to your application's portal and view the file for the case they added. Check the "Allow Reporter Access" checkbox before saving the New File form to let the reporter view the file.

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.