Overview
Case Chronology provides two ways to extend or transfer case data: duplicating a case within your own account, and sharing access to a case with another company account. Both actions are admin-only.
Duplicating a case
Duplicating creates a copy of the case within your company account, including case details, contacts and structure — but not uploaded documents or processed pages.
Open the case and click the three-dot menu (⋮) next to the case name.
Select Duplicate.
Confirm the duplication. The new case is created and appears in the Cases list.
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Figure 1 — Duplicate option in the case menu
Note:
Uploaded documents and processed pages are not duplicated. Only the case structure, details, contacts and labels are copied.
Sharing access
The Share access feature gives specific users — including users at other company accounts — access to a case. This is how presenters are assigned to a case, and how cases are shared externally.
Open the case and click the three-dot menu (⋮) next to the case name.
Select Share access.
Assign presenters you want to share with.
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Figure 2 — Share access dialog
The recipient receives an email invitation. Once accepted, they can access the case according to the permissions granted. External recipients from another Case Chronology account receive a copy of the case in their own account — changes made by them do not synchronise back.
Note:
Only case structure and details are shared externally. Uploaded documents are not transferred automatically.
Case Shares tab
All current sharing arrangements for a case are visible in the Case Shares tab within the case. From here you can review who has access and revoke access if needed.