What's New
These features were added in the latest upgrades:
- Improved export to Sanction and folders
- Document and transcript annotations
- Custom fields enhancements
- Case list enhancements
- Client ID
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Improved export to Sanction and folders
As a CaseMap+ user you can now download multiple documents, transcripts, and/or media files into one zip-folder. This enhancement improves the organization of downloaded data and facilitates simple import of the files into Sanction. Additionally a notification panel on the top right is available to help you download the zip files to a location of your choice.
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Document and transcript annotations
You can now highlight portions of a document or transcript and hover over the highlighted text to create an annotations.
Creating annotated text opens the Annotations dialog box.
Select [ 
] to identify all the annotations in the document. Double-click a highlighted section of text to open the Annotations dialog box.
Hover over the three dots on an annotations card to edit or delete the annotation. You can also create a Fact from this drop-down.
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Custom fields enhancements
Custom fields have been enhanced and moved to Case Elements.
You can now switch between different elements from one menu.
This allows you to create a custom field in the current element and other elements.
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Case list enhancements
Based on customer feedback, we've made several changes to the Case List User Interface to expand the number of filtering and sorting options
New user interface features
New sort options
Filtering options
Filters applied
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Client ID
You can now create a Client ID when you create or edit a case. Select Recent Client ID to use an existing ID, or New Client ID to create an ID:
Use the Client ID to filter or sort to narrow your results when you sort by case.
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