How To Guide
Find the guide for the task you want to do.
New to Superinsight? Start with the Quickstart Guide first — then come back here for more detailed help.
I want to…
| I want to… | Go here |
|---|---|
| Create a new case | Create a case |
| Find or open a case | Find and open a case |
| Share a case with someone | Share a case |
| Delete a case | Delete a case |
| Update case contact information | Update contact info |
| Connect Superinsight to my case system | Case integration |
| Upload and organize documents | Organize my files |
| See which files I can upload | What files can I upload? |
| Build a new report | Build a report |
| View, edit, or download a report | Manage my reports |
| Download or export a report | How do I download a report? |
| Rebuild a report | How do I rebuild a report? |
| Edit a report | How do I edit a report? |
| Delete a report | How do I delete a report? |
| Fix a report that says Action Required | My report says Action Required |
| Ask questions inside a report | Research Insight |
| Create or manage a team group | Manage groups |
| Manage my organization and members | Manage organizations |
| Check or change my subscription | Manage subscription |
| Understand how credits work | Credit usage |
| Sign in to my account | Sign in |
| Change the email on my account | Change your email |
| Update my phone number | Change your mobile number |
| Change my name | Change your name |
| Log out | Log out |
| Cancel my subscription | Cancel your subscription |
| Reactivate my subscription | Reactivate your subscription |
| Update my payment method | Update your payment method |
Not sure where to start?
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First time here
Follow a short video and simple steps to create your first case and report.
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I have a common question
Check short answers to frequent issues like sign-in, uploads, and reports.
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I need help from a person
Use Live Help in the app or email our support team.
Still stuck?
Open Live Help inside the Superinsight app, or visit Contact Support for email and troubleshooting tips.
