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How to use review tools

How to use the review toolbar and View Settings in Case Data — jump to date, translate messages, update participant names, enable gap analysis, and more.

Use the review toolbar and View Settings to customize how you review conversations in Case Data. These tools are available when viewing any message conversation — text messages, WhatsApp, or social media.


Review toolbar

The toolbar appears below the conversation header when you open a conversation. It includes:

  • Search evidence — Search for keywords within the current conversation

  • Jump to — Jump to a specific date in the conversation

  • Translate to English — Translate messages from another language

  • Comments — Open the comments panel

  • Print — Export the conversation

  • Attachments — View all attachments in the conversation

  • Bulk Tag — Apply tags to multiple messages at once

Click the gear icon in the top right to open View Settings.


View Settings

The View Settings panel controls what is displayed in the conversation:

  • Tags — Show or hide tag badges on messages

  • Phone Numbers — Show or hide participant phone numbers

  • Gap Analysis — Show deleted message indicators inline in the conversation

  • Font Size — Adjust the text size (Small, Medium, Large)

  • Auto-scroll — Automatically scroll to the latest messages

  • Compare with another conversation — Open a side-by-side comparison view


Jump to date

Click Jump to in the toolbar to open the date picker. Enter a specific date or use the quick jump presets: Today, 1 week ago, 1 month ago, 3 months ago, Oldest, or Most recent. Click Jump to scroll to the nearest message on that date.


Translate messages

Click Translate to English in the toolbar to translate messages from another language. Select the source language — Auto-detect, Spanish, French, German, Portuguese, or Chinese — and translations appear below each original message.


Update participant names

Click the participant count link next to the conversation name (e.g., "2 participants") to open the Participants panel. Enter a First name and Last name for each phone number and click Save. The updated name replaces the existing contact name throughout the conversation.


Gap Analysis

Enable Gap Analysis in View Settings to display deleted message indicators inline in the conversation. Orange bars show the number of deleted messages and the time range they span (e.g., "4 deleted messages Jun 28, 3:36 PM — Jul 2, 5:04 AM"). This helps identify gaps in the message timeline.


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