The case overview is your central starting point in amaise. Here you see all cases in your workspace at a glance and can manage them.
View and navigate cases
After logging in, you go directly to the case overview. Each case is shown as a card with the most important information:
Case reference and the date of the last update
Name of the insured person, with the company where set
Responsible person — who is handling the case
Badges — small icons flag special situations, for example new documents, external access, or a case that has no documents yet
Click Open case to start working on it — see Case overview: Open and navigate a case.
Processing status of a case
While amaise is working on a case, an animated icon appears — both on the case card in the overview and at the top of the header when the case is open. At a glance, you can see what is happening:
Adding documents (orange icon): New documents are being added to this case and processed for the first time. The document list may still be incomplete — it's best to wait until this finishes before you start working on the case.
Updating (blue icon): Documents that have already been processed are being updated in the background — for example, when you change a document's type, amaise refreshes its summary. The document list stays complete and stable, so you can keep working.
Once processing is complete, the icon disappears. You also receive an email notification when a case has finished its initial processing.
How long does processing take?
Most cases are ready within a few minutes to about an hour. Large cases with many documents can take several hours — our goal is that every case is ready within 24 hours. You don't need to keep the case open: the animated icon shows the progress, and the email notification tells you when the case is ready.
Identify empty cases
A case without documents gets a warning icon on its case card. When you hover over it, the note "This case has no documents yet — add documents to start processing." appears. This way you see at a glance which cases are still waiting for documents.
Quick access and pinning
The Quick access row at the top shows the cases you opened or worked on most recently, so you can jump back in with one click. It appears while no search or filter is active.
Pinning is separate: click the pin icon on a case card and the case stays at the top of the case list — on all your devices. Click the icon again to unpin.
Filter cases
Use the bar above the case list to narrow the display:
Search field — search by name or case reference; press / to jump into it
Active / archive toggle — switches between your active cases and the archive; the archive is a separate bucket and never mixes with the active list
My cases — only cases where you are the responsible person
With new documents — cases that recently received new documents
Cases with external access — cases shared with external users
Inactive cases — cases without activity for a longer time (only when this feature is enabled in your workspace)
Filters combine, each chip shows how many cases match, and the counter tells you how many of your cases are displayed. If a search matches cases in the other bucket, amaise says so — for example "2 matching cases in the archive" with a button to switch over.
Sort cases
Click the sort options to adjust the order of cases. The following criteria are available:
Last name, first name (A-Z)
First name, last name (A-Z)
Last activity
Reference number
Create a new case
Click the plus icon (+) in the upper right corner of the case overview. The Create new case wizard opens and guides you through the setup in three steps.
Step 1 — Case data
Enter the first name, last name, and Customer / Policyholder.
Set the responsible person — by default, this is you.
If needed, add a case reference.
If your workspace uses access groups, you can select one here to restrict access.
Click Continue to upload.
If a similar case already exists, amaise points it out — so you avoid creating duplicate cases. The message reads "A similar case already exists. Would you like to add documents to case '{case name}'?" and offers you two options:
«Yes, add file to "{case name}"» — the documents go into the existing case.
«No, create new case» — amaise creates a new case anyway.
Step 2 — File upload
Add the case documents: click Select files or drag and drop your PDFs into the area. Then click Create case and start processing.
Step 3 — Confirmation
The case is created and you see the added files with their status. amaise starts processing right away (OCR, segmentation, classification, extraction). You can close the window now with Close — your case keeps processing, and you can come back anytime.
You will be notified by email once processing is complete, if email notifications are enabled.
Add documents to a case
You can add documents to an existing case at any time.
In the case overview, click the files icon on the case card or choose Manage files from the three-dot menu. A window with all files of the case opens.
At the bottom of the window, click Select files or drag and drop your PDFs into it.
amaise automatically processes the new documents (OCR, segmentation, classification, extraction). Recently added files are marked with the Just added label.
Files that could not be uploaded — such as duplicates or oversized PDFs — appear in red. Use Clear failed to remove them from the list. When you're done, close the window with Done.
Only password-free PDF files are supported. Each file may have up to 2000 pages and 2 GB, and you can add up to 100 files per upload.
Removing a file from a case
If you no longer need an uploaded file, remove it directly in the file manager.
Open Manage files from the case card or the three-dot menu.
On the file you want, open the three-dot menu and choose Move to trash.
Confirm the action. The file and every document created from it move to the trash.
⚠️ Unlike a single deleted document, documents removed this way cannot be restored — the source file they came from no longer exists afterwards. If you might want individual documents back later, delete those specific documents in the document list instead. Read more in the article Document study: Organizing documents.
You can only remove a file once amaise has finished processing it. While processing is still running, Move to trash is greyed out, and a note asks you to wait until processing is complete.
Open a case
Click Open case on a card to open it. amaise brings you back to where you last left off — or to your workspace's default view. On the left you switch between the case's views (Dashboards, Case history, Document study); on the right edge you find the tools (CasePilot, DocPilot, Notebook, and more) in every view.
→ Learn more: Case overview: Open and navigate a case
Archive or delete a case
When you've finished working on a case, you have two options:
Archive — The case moves to the archive and is hidden from the overview. You can reopen it at any time, and all your adjustments are kept. Archiving is reversible.
Delete — The case and all its files, notes, and markings are permanently deleted. Deleting is final and is available only to users with delete permission. In workspaces where cases are brought in automatically from another system, deleting isn't available.
From the case overview
Click the three-dot menu on the case card in the overview.
Select Archive case.
If you have delete permission, the confirmation dialog offers two options — Move to archive or Delete now. Otherwise the case is archived directly.
Inside an open case
When the case is open, the same actions live in the case menu: click the case name in the header. Here, archiving and deleting are two separate entries.
Select Archive case to move the case to the archive.
Or select the separate, red-highlighted Delete case entry to delete the case permanently. This entry appears only with delete permission and only when your workspace's cases aren't synced automatically.
Archived cases are hidden by default. You can show them with the archive toggle next to Active above the list.
Delete an archived case
If you want to delete an archived case afterward:
Show archived cases with the archive toggle next to Active.
Click the three-dot menu on the archived case card.
Select Delete case.
Confirm the deletion.
Deleting a case is final and cannot be undone.