Smartphone - Open cases

Create a new case via smartphone

Create new case
To create a new case and collaborate with your colleagues, click on „Create case“. Then enter a case title and optionally describe the problem directly. Then enter appropriate filters that will make it easier to find the case later in the archive. You can also skip setting the filters. Then select the colleagues with whom you want to exchange information. Only the people you invite to the case will be able to see it. When you have selected the colleagues, click on „Create case“. Now you are in the case. The arrow in the top left corner will take you back to the open cases.

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Smartphone - Open cases

Send and edit messages via smartphone

Send messages

Within a case, messages and documents are displayed chronologically. Each participant of a case can see the entire message sequence. If you want to send a new message, simply click in the message line. Enter your text there and send it by clicking on the blue „Send“ button to the right of the message line.

Edit messages

You can edit or delete your sent messages at any time. To do this, simply click on the three dots to the right of the text message. Then select the „Edit message“ function and make your changes. To make your revision visible to the others, save the edited text finally.

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Smartphone - Open cases

Translate messages into nine languages

For collaboration with international colleagues and clients, the application offers you the possibility to translate text messages into different languages directly within a case. You can translate your own messages before sending them or display messages you have already received in different languages.

Translate received message

If you want to translate a received message, click on the three dots to the right of the received message. Again, select the „Translate message“ function and then the language into which the text should be translated.

Translate messages before sending

If you want to send your message in another language, click on the three dots to the left of the text input. Then select the „Translate message“ function. Next, write your message in the text line. Your message will be displayed in translated form while you are typing. To confirm the translation, click on the two arrows on the right side of the screen. Your input will then be moved to the text line, where it can be adjusted and sent as needed.

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Smartphone - Open cases

Images and documents

Upload and send files

The application is also suitable for sharing pictures, documents and files with each other. To do this, simply click on the three dots to the left of the message line and select „Upload file“ or „Take photo“. Now you can upload any file from your smartphone to your case or directly take a new photo.

Delete sent files

You can also delete images and documents that you have uploaded at any time. To do this, simply click on the three dots next to your file in the message history.

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Smartphone - Open cases

Edit images via smartphone

Edit sent images

Images that have been sent via the app can also be edited directly in the app. To do this, click on the corresponding image to open it. Now click on the pencil icon at the top of the screen to open the editing tools and edit the image.

Use editing tool

In the bar below the image, you will see different editing tools. Choose between the freehand tool or the arrow, circle and square shapes. Adjust the stroke width and color to make your mark as clear as possible to other case members. To save your edit, click the „Send“ button

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Smartphone - Open cases

Video conferencing via smartphone

Start video conference

To be able to start a video conference, click on the telephone handset at the top right of the screen. In the next step, select the participants with whom you want to hold a video conference. A video conference always takes place within a case. Therefore, you can only select the participants who are members of the case. To learn how to add new members to a case, see: Manage team

Conference mode

If you have started a conference, you will first be in conference mode. Here you can see all participants of the conference. To set the focus on a video image, simply click on the corresponding image.

Working mode

When you have set the focus on a participant, you are in the so-called working mode. Now their virtual pointer tools are activated, with which you can display something in the live image. In addition to the pointer tools, you also have the option of taking a screenshot of the video transmission, which is then saved as an image in the case. To do this, simply click on the camera icon at the bottom center (Android smartphones only).

Settings during a conference

If you want to make changes in the settings, simply click on the menu icon in the top left corner. You can now turn off the microphone or switch the camera. To switch from the rear camera to the front camera, you can also simply click on the camera icon in work mode.

End video conference

To leave a conference and return to the case, click the red phone icon in the upper right corner of the screen. When you leave the conference, the connection remains for the other participants. Each participant must therefore leave the conference independently if you want to end it completely.

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Smartphone - Open cases

Manage documents

Open document overview

If you would like to view all documents that have been exchanged within a case, you must click on „Click here for case info“ in the respective case. A list of all documents will then open. You can sort them using the filters at the top right.

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Smartphone - Open case

Manage team

Overview of case members

If you want to manage the team of a case, first click again on the case title in the case „Click here for case info“ to open additional functions. Now select the „Team“ tab and then click on the pencil icon to edit the team in the case.

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