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How do you Create a Casebook or Add a finding to an existing Casebook?

You can accomplish this through the findings area

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OR you can also go into the analyst dashboard then click into a message of interest. This will take you to findings

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Select a finding that you want to add to a casebook or create a new case book by clicking “Add to existing” OR “Add to new.”

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If you select “Add to existing” select the casebook you want to add the finding to. A green confirmation box will let you know the finding has been added.

add to existing casebook

If you select “Add to new case book,” you are prompted to create a name, assign a security analyst, a priority level, and a status.


In this example, we are using “Testing_EDG” as the name and giving it the status of “Assigned.” This is typically the first status given in a workflow.

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Now, in the casebook section my casebook example, “Testing_EDG” is here with the alert.


Want to step through this or any part of the UI together? Schedule a quick demo and we’ll walk through your use case.