Case Cabinets help organizing Cases and can be structured as parent and child groups.
- Click the Cases icon on the Dashboard screen.
The Case Manager screen appears with the Cabinets and Cases panels.
- Click the +New button in the Cabinet panel.
The Cabinet Settings pop-up window appears.
- Enter the desired name of the Cabinet in the Cabinet name field.
4. Select a parent Cabinet, if desired, from the Place in drop-down menu.
5. By default, the Cases tab is open where Cases can be added to the Cabinet. Start typing the title of the Case desired to be added in the Add Case field.
All Cases matching the character combination typed in the field will be listed in a drop-down.
6. Select the desired Case and click it for adding.
7. Click the Share tab to determine access to the Cabinet.
8. Start typing the user or group desired to be added into the Add... field of the relevant panel.
9. Select the desired hit from the drop-down list generated by the system based on match to the typed-up search.
10. To remove a member, click the X in its field.
11. To remove all members, click the red trash bin icon in the bottom right corner of the panel.
12. Close the window when finished, any change will be saved automatically.