Cases

A case is a unit of work in Document Blueprint — one invoice, one permit, one contract. Cases hold files, extracted data, notes, and generated outputs, all grouped under a single identifier.

Cases are created automatically when a file is ingested. You can also create one manually from the dashboard if you need an empty case to start with.

Files attach to a case by identifier. When a new file lands carrying an identifier already claimed by an existing case, it joins that case; otherwise a new case is atomically created. Each file is extracted independently and its values write into case.data — empty values cannot blank populated fields, and your manual edits are protected by the override map.

The case detail panel has a Summary, Case Data, Files, Activity, Outputs, and Collaborators section. The case header has a three-dots overflow menu with Edit case, Compose share, Generate, Move to mailbox, and Delete case.

Each case has a chronological activity timeline. Workers add notes from the composer; the system records file uploads, template runs, PDF generations, form submissions from clients, field edits, case creation, and collaborator changes. File-related entries are filtered to match the viewer's category visibility.

Each case has a Team panel for workspace members and a Clients panel for external people with portal access. Both are scoped by file category visibility, not per-field.