To watch a video on how to invite other parties to access your case and how to set up case access permissions, please click the following link: How to give access to a case.

The video covers:

  • Inviting individual users to a case
  • Inviting an un-registered participant using the Pre-Registration option
  • Inviting a group of users to access a case
  • Sharing a bundle via the Secure Sharing feature

If you get an error when trying to access this video via, please contact the support team.