Editing a case

You can edit a case when you are a delegate of a mailbox in which the case is available. You can edit drafts and send cases.

When you edit a case, you can:

You can also add comments on the case.

In this section

Adding a new item in the case

A case can hold one or several items.

To add a item to a case:

Click on the case to open it.
Click on the New button displayed in the Properties tab.
In the Available document types, click on "Case Item".
Fill in the creation form (see below) and click on the Create button.
The Properties tab of the first case item is displayed.
You can use the drop down to change item in the case.

Case item creation fields

Field	Description
Title	Title of the case item. If the case item is the first item of the case, the title is also the case's title.
Document type	Type of the case item
Participants	Recipients of the case. No automatic correspondence with the available mailboxes is processed.
Document date	Date of the case item
Receive date	Date at which the case item was received
Senders	Information on the senders of the case item
Confidentiality	Level of confidentiality of the document.
Origin	Indication of the origin of the document (for instance the organization site)
Reference	Reference of the document (for instance a loan case ID)
Body	A summary of the document's content
Content	The digitized document

To edit a case item:

Select a case item using the case tree in the left pane.
Click on the Edit button of the Properties tab.
Edit the case item's properties (see above for more information).
Click on the Save button.
Changes are saved. The modification is tracked in the item's History tab.