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How do I store files important to a report in Whispli?

As an investigation progresses, you will often collect evidence—such as internal emails, photos, receipts, or witness statements—that needs to be stored securely alongside the original report. Whispli provides a dedicated File Management system within each case to keep your evidence organized and protected.

 

1. Creating Custom Folders

To prevent your case file from becoming cluttered, Case Managers have the ability to create a structured filing system for every individual report.

  • Full Control: Under each specific case, you can create new folders to categorize your evidence.

  • Custom Naming: You have total control over the folder names. You might choose to organize them by type (e.g., "Financial Records"), by source (e.g., "Witness Interviews"), or by date.

2. Uploading Files

Once your folders are set up, you can upload files directly into them from your computer.

  • Centralized Storage: This ensures that all evidence is tied directly to the relevant case, rather than being scattered across personal hard drives or email inboxes.

  • Security: Every file uploaded to a Whispli folder is encrypted, ensuring that sensitive evidence is only accessible to those with authorized access to that specific case.

3. Collaboration and Visibility

  • Internal Use: These folders and files are typically used for the investigation team. While the informant can send you files via the chat, the folders you create in the case management area are for your internal organization.

  • Audit Trail: The system tracks when files are uploaded or folders are created, providing a clear history of how evidence was gathered and managed throughout the investigation.

     

    Whispli | How to store files important to a case in Whispli?

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Pro Tip: Using a consistent naming convention for your folders across all cases (e.g., always having a "Legal Review" folder) makes it much easier for your team to collaborate and for auditors to review your processes later.