Pro: Enabling an Evidence Receipt

The evidence receipt requires a user to agree to the terms of use set up by the organization before accessing a shared case, as well as logs in the history of the case a list of all of the evidence that was shared with that user at the time of accepting the evidence receipt.

The evidence receipt is an account setting that only the License Manager of the account is able to turn on and manage. Once this feature is turned on, users are able to choose whether or not to require the evidence receipt each time they share a case.

To turn on the evidence receipt, the License Manager will click on "Account Settings" in the 3-dot menu in the top right of the screen. Then, find the toggle next to the "Evidence Receipt" and switch it to "Enabled."

When the toggle is turned on, an "Evidence Receipt" form will appear. This is where you can establish your terms of use for your viewers into the specified fields. Then check the acknowledgment box and click save.

Note: You can preview how this agreement will look to your users by clicking "Preview." You can also come back and edit the terms of this receipt at any time by clicking "Edit."

To require a user to agree to your evidence receipt prior to opening the case, the agreement box must be checked in the share access permissions. The agreement box will be checked by default when the Evidence Receipt is enabled for your office, but the owner has the option to turn it off for each person they share a case with. The owner can choose to edit the receipt in order to add evidence details.

Once an evidence receipt is enabled and a case is shared, each time the receipt is accepted, it will show up in the Case History, with the date and time that it was accepted.

Clicking the print icon beside the action in the case history will generate a PDF of this receipt which can be downloaded and saved.