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NOTE: Exporting a Case creates a .cas file that contains the entire Case, including all properties, parts, sections and items. |
- Within the Case Manager, find a specific 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.
- Switch to the Export tab, add Comments if desired and click the Export button.
Image Modified - Depending on the browser, the .cas file will be saved to your computer.
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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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