Creating cases
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.
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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.
What you need
- A workspace to create the case in
- (Optional) a file to attach
Two ways to create a case
Automatic — file ingestion
When a file lands in the workspace inbox via a Gmail or Drive automation, or via manual upload, extraction runs. If it surfaces an identifier value not yet claimed in the workspace, a new case is created. If the value matches an existing case, the file merges into that case. This is the most common path.
Manual — Create New Case
From the dashboard, open Create New Case (the + button on the toolbar). Pick a file category, optionally upload a file, add an optional description, and click Create Case. The case appears in the inbox immediately.
Use manual creation when you want a placeholder before the documents arrive — for example, you know a vendor onboarding is coming and want to track it ahead of time.
Step by step
- Open the Create New Case dialog from the dashboard toolbar.
- Pick a file category.
- (Optional) Upload one or more source files.
- (Optional) Add a case description.
- Click Create Case. The new case opens.