Page tree

  1. In the Cabinets panel of the Case Manager screen, double-click the cabinet desired to be edited or highlight it and click Open.
    The Cabinet Settings pop-up window appears.


  2. Make the desired changes.

  3. The changes will be saved automatically, you can close the window by clicking the X in the top right corner.

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.