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Once created, a Case can be modified or copied:
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- Find the desired Case
- through opening the containing Cabinet and selecting it,
- or using the scroll bar on the Cases panel,
- or with the help of the search bar on the Case Manager screen.
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- When selecting from the drop-down of possible hits, the Edit Case pop-up window automatically opens.
When selecting the Case from the list, either double-click the Case title or highlight it then click the Open button in the Cases panel. - The Edit Case pop-up window for the Case opens.
- Click the 'three-dot' (options) icon in the top right corner of the pop-up window and select Copy.
- A message appears at the top of the screen informing about the creation of a copy and the Edit Case pop-up window switches to the copy itself, allowing for immediate modifications of the copy.
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The copy will be automatically titled the same as the original preceded by the word 'COPY:'. If unchanged, the next copy will be titled the same with an additional serial number in brackets. |
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For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos. |
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Overview
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