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How to get started with SingleCase?
How to get started quickly with SingleCase
How to get started quickly with SingleCase

Everything you should know before you start working in SingleCase

Roman Malkovský avatar
Written by Roman Malkovský
Updated over a week ago

Dear new users, welcome to SingleCase!

We will introduce you to the basics of SingleCase in a few minutes. If you get stuck somewhere, you can contact us anytime using the customer support chat in the bottom right corner or by emailing

SingleCase Homepage

Here you can see if you have reported work for previous days, what tasks are coming up, deadlines, or which documents you worked on last. On the left side, in the black column, you can see your Cases (those you are active on) and Other Cases (those you are not working on but have access to).

1. What you need to set up to use SingleCase to its full potential

To work with documents in SingleCase, we need to connect to your MS Office. We need to know about them, they need to know about us.

You need two things to do this. Have the latest version of our desktop application installed. Either you already have it on your computer thanks to your IT (you can find it in the start menu) or you can install it yourself.

You can bring the desktop app to life and link SingleCase to MS Office by double-clicking any file in SingleCase.

2. Searching for the right Case

In the left sidebar, the My Cases section shows all the Cases you were assigned to as active team member. You can search for a Case by its name, number, client or counterparty name and ID number.

At the bottom of the sidebar, you will find the Other Cases section, where you will find all of your firm's remaining active Files that you have access to in your role. You can search these Files just like your own.

Note: If you happen to be unable to access some Case it is probably because you are not assigned to it.

3. Document upload

Need to upload documents to SingleCase? There are several ways to do this.

  1. Drag'n'drop - you can easily drag and drop files and folders from your desktop into SingleCase.

  2. Uploader - The SingleCase Uploader is a special one-way tunnel into SingleCase that is created on your desktop when you open the first document. Every Case you have in SingleCase has a folder there - just drag and drop the documents into the Case drawer and they will upload to SingleCase in the background exactly where they belong.

  3. Explorer - click on the "cloud icon" in the Case folder to open a classic explorer where you select the files and folders you want to upload.

4. Fulltext search

SingleCase can efficiently search documents, mail, notes and tasks. Just type your search term in the search box in the top bar and press Enter. You can filter the results in the Advanced Search menu by client, file, author, format of the document or define a date range for the search.

5. Working with the documents

SingleCase includes an advanced file manager that allows you to work quickly and efficiently with client data. The file manager can open documents, work with versions, email documents, move Files between Cases and many other functions.

6. Timesheets

There are three basic ways to report work in SingleCase. The simplest method is by using the + button found in the top bar next to the main menu. SingleCase will fill in the details for you, such as Activity/Record or Date, and it is up to you to fill in the length and description of the work.

7. Working with emails

Each file contains a Case Mail page, to which you can easily drag and drop emails from Outlook. Attachments of the dragged email are automatically saved to the Documents folder from Mail.

If you have Mail Sync running, you will see a SingleCase folder in Outlook, even with subfolders that correspond to your files. You can move your mail into these folders in Outlook, and it will automatically upload to the corresponding folder.

You can easily send documents by selecting them in the Case document folder right-clicking on them and selecting .

TIP: Each Case has its own email address, which you can find directly in the "Case Mail". If you add this address to a copy or hidden copy of the email you send, the message will automatically be sent to SingleCase and colleagues will find it in the file mail.

We wish you a successful work in SingleCase, and don't forget, if you have any problem with the system, just write us on chat, we will be happy to help you.

SingleCase team

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