Pro: How to create a case

Manager role users have the ability to create new cases. The Guardify user who creates a case defaults as the owner of that case and is given the right to edit or share the case with others.

After logging in to Guardify, click "Cases" in the left-hand menu, and go to the "My Cases" tab. This page displays all of the interviews you have created within Guardify.

Click Create at the top right of the page.

Enter details about the case on the left side of the Create Case page. Please note that Defendant's Last Name is the only required field. All other fields in the case details are optional, but all of these fields are searchable, and will make this case easier to locate if you fill in more details on this page.

Once you have filled out the case details, the Files box to the right is where you can add videos, images, and documents to the case. Click into the upload box or drag and drop the files directly from your computer desktop.

Note: Dragging folders into the upload box will keep your files organized as-is in the files you selected.

On the next screen, you will see a list of the files you are uploading. Here, you can choose upload settings for this case or upload additional evidence.

For any videos, you can allow in-app streaming or toggle it off to upload the video as an attachment without in-app streaming. If you choose to allow for in-app streaming, you can allow for a transcript to be produced, select the language that is being spoken in the video (English or Spanish), and the number of individuals speaking in the video. Once all settings are set, click Save.

During the upload process, the files are uploaded and processed, and sent to secure cloud storage. You can see the upload progress by clicking on the yellow bar at the bottom of your screen. Once uploads are complete, the bar will turn green.

And that's it! Your case has now been created in Guardify. Additional interview details, videos, or attachments may be added by clicking Upload.