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Checklist, files, notes and history

Published 25 October 2026, Updated 25 October 2026

The case sections

The bottom of the case details page has four sections; tap a title to open it.

  • Checklist items: coloured counters (accepted, denied, missing, unevaluated) next to the title. Each item has four buttons, Accepted, Denied, Unevaluated and Missing, its last change date and its reference links.
  • Files: filter the list, tap a file to open it, tap the cloud icon to upload a photo or a file. In the Upload a file window you can change the File name (the extension is kept) and tick Upload a copy in the member’s files.
  • Notes: type a quick note and tap Save note.
  • History: everything that happened to the case, newest first.
Mobile checklist
Mobile checklist
Mobile files
Mobile files
Uploading from the phone
Uploading from the phone
Mobile notes
Mobile notes
Mobile history
Mobile history

Licence cases in the member profile

From a member’s mobile profile, the licences list shows each case with its type, opening date, signed date and status (green when completed). Licensing users tap a case to open its details.

Licence cases in the mobile profile
Licence cases in the mobile profile
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