MyCaseViewer

Resources

How to use MyCaseViewer

Everything from creating your first case to what a client sees when they open it — plus running field staff through the upload portal, if your plan includes sub-users. Written straight from the product as it stands today, not from a feature list.

Quick start

The whole workflow, start to finish. Everything here is covered in more detail further down.

  1. 1

    Create a case

    From your dashboard, New case → name it (e.g. the matter name or client). It's created with a password already set.

  2. 2

    Upload the files

    Drag files onto the Files tab, or Choose files. Large uploads run in the background and survive a dropped connection — pick them back up from Unfinished uploads if one stops.

  3. 3

    Send the link

    On the Sharing tab, copy the share link or use Send to your client to email it. Send the password separately — by text or a call, never in the same email.

  4. 4

    Watch it get opened

    You're notified the first time your client opens the link. The Certificate of Delivery keeps a record of when, and by whom.

Create and manage a case

A case (called a presentation in a few technical places) is one delivery to one client — its own files, its own link, its own password.

Files

Drag files onto the case, or use Choose files. Video, audio, images and documents are all supported, including older formats (.doc, .ppt, HEIC photos, uncommon video containers) which are converted automatically so they play inline for your client.

Reorder files with the up/down controls, rename them inline, or delete one you uploaded by mistake. Storage used against your plan's limit is shown at the bottom of the tab.

If an upload stops — a dropped connection, closing the tab — it isn't lost. An Unfinished uploads panel offers to pick it back up from where it stopped, re-checked against storage rather than trusted from memory. Details: uploading with a weak or dropped signal.

Details

Case name, recipient name, and one message to your client that appears in a card next to the case title on their page. Line breaks are kept, so it reads like the note you'd actually send.

External links

On the Links tab, add links to outside resources — a court filing, a report hosted elsewhere. They appear on your client's page and open in a new tab.

Merge into another case

Moves every file from one case into another, then closes the source case (its share link stops working). Mainly for tidying up a case a sub-user started without an assignment — see Sub-users.

Delete a case

Removes the case and its files, and its share link stops working immediately. There is no undo — the dashboard asks you to confirm once before it runs. A case under legal hold cannot be deleted; see below.

Deliver it to your client

Everything here lives on the Sharing tab of a case.

The share link

Works instantly for your client — no account, no download, no software on their end. Copy it, or Open to preview it yourself in a minimal viewer window. Reset link issues a new URL and breaks the old one, for when a link went somewhere it shouldn't have.

The case password

Every case gets one automatically. It can't be shown again once you navigate away unless you set a new one — Set a specific password, or Generate new for a random one. Send it to your client separately from the link itself: by text or a call, not in the same email.

Changing the password is also how you cut someone off: it locks out everyone currently viewing, who are asked for the new one on their next click. (A video already playing can keep streaming for up to four hours after that.)

Send to your client

Emails a branded message with the secure link to one or more addresses at once. You're notified the first time each recipient opens it. Every address you send to gets its own row under Recipients, showing whether — and how many times — they've opened the case.

That list shows who opened it; it does not limit who can. Stop tracking just stops counting that address's opens — it doesn't cut off access. To actually revoke access, change the case password above.

Extension codes

From the account menu → Extension codes, generate a code your client can redeem on their own case page to keep it available past its normal deletion timer — useful when a case is about to expire and you want them to be able to extend it themselves without going back through you. You choose how many extra days it grants and how many times it can be used, and you're notified when someone redeems one.

Control what your client can do

On the Details tab of a case.

Download access

Your client can always view and play every file, in every mode below — this setting only controls downloading:

  • Open — they can download every file.
  • Partial — only the files you individually mark downloadable.
  • View-only — view and play only, no downloads at all.

Partial and View-only come with Pro and up.

Case page appearance

Light, dark, or follow your recipient's own device. Choosing light or dark explicitly also removes the toggle from their view.

Deletion timer

When the case and its files are deleted automatically, counted from when the link is first opened. Your plan sets a default; higher plans can override it per case, down to 30 minutes or out to never expiring. A shorter or longer timer than your plan allows is refused, not silently clamped.

Prove nothing changed

An opt-in control on the Sharing tab, for a delivery where it matters that nobody — including you — can quietly alter it afterward.

Seal this delivery

Freezes an exact fingerprint of every file in the case and publishes it to the Bitcoin blockchain. Once sealed, no file can be added, removed, or moved to another case — the case is frozen until you unseal it, which is itself recorded. Your client (and anyone they show it to) can verify independently, with free standard tools, that nothing in the delivery changed after you sent it.

A seal fixes what was delivered. It does not prove the contents are authentic, unaltered before sealing, or that they depict what they appear to depict. Full explanation, including how to check a seal yourself: how the blockchain seal works.

Each plan includes a set number of seals per month, after which sealing adds a flat charge to your invoice rather than being refused — see Plans & billing below.

Branding

Dashboard → Branding. What your client sees above the case files — how much of it you control depends on your plan.

Firm identity

A monogram, a trading line, and your license line — the license line shows on every plan, since displaying it isn't treated as a branding extra. Without a plan that unlocks branding, cases carry the MyCaseViewer wordmark instead.

Banner, video logo, and brand link

Pro and up: a top banner image across every case, and a logo overlaid in the corner of your video players. A brand name and link on the video player, back to your own site.

Viewer palette

Corporate and Enterprise: pick your own primary, secondary and accent colors for buttons, links and card headers on the case page. The red SECURED CASE VIEWER band stays red regardless — it's a signal clients learn to look for, not decoration.

Custom domains

Dashboard → Domains. Corporate (1 domain) and Enterprise (5).

Deliver from your own domain

Add a subdomain like evidence.yourfirm.com and case links are served from it end to end — your client never sees mycaseviewer.com. Add the domain, then add the DNS records shown at your DNS provider, then Verify. Status moves from Awaiting DNS through Verifying to Live once it checks out; a background check keeps confirming it every 15 minutes after that.

With more than one verified domain, choose which one new case links use going forward under “Use this domain for case links.”

Sub-users & the field portal

As the account owner

Dashboard → Sub-users (Pro and up). Give field staff or contractors upload-only access — they can add files, but never see your cases, clients, or account settings.

Set up

Your account has one Account ID (shown at the top of the page, format MCV-XXXXXX) and a portal link (/upload) shared by every sub-user. Add a sub-user with a name and, optionally, an email — with an email, their sign-in details are sent automatically; without one, you hand them the access code yourself. Either way, the access code is shown once, at creation, and can't be retrieved again — only replaced with New code.

Assign cases

With no case assigned, a sub-user names their own case in the portal, and you merge it into a real one afterward (see Merge into another case). Assign one case and they land straight in it; assign several and they pick from a list. Either way, they can no longer create their own case once at least one is assigned.

Manage

Disable a sub-user to lock them out without deleting them, or Delete to remove them outright. Each row shows when they were last used, so a sub-user nobody has used in months is easy to spot.

As a field sub-user

Go to the portal link your office gave you (mycaseviewer.com/upload). Sign in with three things: the firm's Account ID, your name exactly as it was set up for you, and your access code.

Once signed in

If you're assigned to one case, you land straight in it. With several, you pick which one. With none, you name a new case and your office merges it into the right one later.

Upload the same way as the dashboard — drag files or Choose files. If a large upload stops because you lose signal or close the app, it isn't lost: an Unfinished uploads panel lets you pick it back up next time you have a connection. See uploading with a weak or dropped signal for exactly what does and doesn't survive a dropped connection, and how to add the app to your phone's home screen.

You cannot see your office's other cases, clients, billing, or settings — the portal only ever shows you the case(s) you're uploading into.

Plans & billing

Dashboard → Billing (also reachable from the account menu).

What the free trial allows

Every new account gets 7 days free with no card required: up to 3 cases, 25 GB of storage, up to 10 GB per file, 100 GB of client viewing, links that stay open 7 days, and 1 sealed delivery. Sub-users, branding, custom domains and custom link timers aren't included at any point during the trial — those start at Pro or above once you subscribe. Choose a plan any time from Billing; nothing is charged until you do, and the trial's one seal is a hard limit rather than a free tier of a paid one — a trial account has no billing on file to charge a second one to, so sealing past it asks you to subscribe rather than adding a charge.

Plans

Basic, Pro, Corporate and Enterprise, priced by file size, storage, monthly viewing bandwidth, and link duration — see /pricing for the current numbers. Sub-users, branding, custom domains and custom link timers all start at Pro or above.

Bandwidth overage

If you opt in, going over your plan's monthly viewing bandwidth doesn't stop your clients from watching — it bills per GB past the limit, up to a hard spend cap you set yourself. That cap is enforced by refusing to go past it, not just alerting you after the fact, so it's a promise about the largest possible invoice, not a warning threshold.

Seal allowance and overage

Each plan includes a number of sealed deliveries per calendar month — see /pricing for the current per-plan counts. Past that, sealing a delivery adds a flat charge to your next invoice rather than being refused, the same shape as bandwidth overage: no separate payment, no interruption to the delivery you're trying to send. The Sharing tab shows how many of the month's included seals you have left before you click Seal, and what sealing this one will add to your invoice if you're past them.

Security

Dashboard → Security.

Two-factor authentication

Turn on 2FA with your password, then scan the QR code with an authenticator app (or enter the key by hand) and confirm with the 6-digit code it generates. You're also given one-time backup codes — save them somewhere safe, since they're shown only once and are what get you back in if you lose your phone.

2FA is mandatory for admin accounts.

Data handling

Dashboard → Data handling.

Third-party file conversion

Some formats need converting before they can play inline for your client — older Word/PowerPoint documents, HEIC iPhone photos, uncommon video containers — and that conversion runs on a third-party service. Turn it off and nothing leaves MyCaseViewer's own infrastructure; those files are offered as a direct download instead of playing inline. This only affects new uploads going forward — files already converted are unaffected either way.

What your client sees

No account, no download, no software — just the link and the password you send separately.

Opening the case

They enter the password once, then see your firm's branding (if your plan includes it), your message, the case files, and any external links you've added. Files play inline; whether they can also download depends on the download access mode you chose.

Closing files, privately

A “close files” control clears everything from screen without touching the link or the session — a privacy screen for looking away from a shared computer, not a sign-out. Reopen files brings it all straight back.

Extending an expiring case

If you've given them an extension code, “Have an extension code?” on the case page lets them redeem it themselves to push back the deletion timer, without going back through you.

If the case has been sealed

A band at the top of the page links to the Seal Receipt, which offers the sealed manifest and its Bitcoin timestamp proof as downloads your client can verify independently — see how the blockchain seal works.

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