--- title: How to create a preview case description: Creating cases, resolving, monitoring, editing and managing cases, and more. --- [Skip to content](https://help.vartion.com/how-to-create-a-preview-case#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [Screening](https://help.vartion.com/screening?hsLang=en) 3. [Cases](https://help.vartion.com/screening?hsLang=en#cases) # How to create a preview case Preview cases can be used to quickly screen a person or business. All sources your environment uses are searched and potential hits are shown. The hits can also be expanded to see the full information. The main difference between a preview case and full case is that hits cannot be resolved in a preview case. They can only be viewed. A preview case can be turned into a full case if desired. ### How to create a preview case   Creating a preview case is done in the same way as creating a full case. With the exception that the choice in the top right corner should be changed to **Preview case** instead of the standard **Full case**.   1. On the **Home** or **Cases** page, click on the **New case** button. 2. Select the type of case you would like to create **Person** or **Business**. 3. Select the text **Full case** in the top right corner. 4. You now see a new option appear; **Preview case**. Select this option to create a **Preview case** instead of a **Full case**. 5. Select the **Sources** section, to add or deselect sources from the case. The sources which are not selected, will not be searched on for this specific case. 6. Select the **Passport check** section, if you are creating a **Person** case and you have a passport to upload to this case. 7. Select the section **Personal details** (or **Business details** for a **Business** case) to fill in the general information of the case like **Name**, **Aliases** and **Nationality** (or **Jurisdiction** for a **Business** case). 8. Select the section **Additional information** to fill in additional information related to the case. In a **Person** case this can be the **Date of birth**, **Country of birth**, **Country of residence**, **Additional terms** and **Gender**. In a **Business** case this section consists of the business' **Address** and **Additional terms**. 9. Lastly, there is the option to add a **Client** to the case, which can be used to group several cases together in a folder and the option to search **Exact** or **Relative**. We recommend to search **Relative** rather than **Exact**, as an **Exact** search allows no mismatching information between your filled in information and the information available in the searched databases. 10. When selecting the **Create case** button in the bottom right corner, Pascal creates the **Preview case** and searches on your selected sources.     **This documentation, including images, videos and text, is accurate as of Version 5.12 of Pascal.** We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. 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