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Nuxeo Case Management Framework (CMF) 5.5
Nuxeo Case Management Framework (CMF) 1.x

Case Management 5.5

This documentation relates to an old version of the Nuxeo Platform (5.5). You may want to check the User Guide for the latest version of the Nuxeo Platform.
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Classification folders are folders associated to the mailboxes in which users can classify case items. It enables them to find and organize documents another way. Classifying a case doesn't duplicate the case in the classification folder: it puts a link to the case from the folder in which you classify the link.

Classification folders work the same way as folders do in Nuxeo DM. Access is determined by access rights and documents can be deleted and moved into the folder's trash.
The list of classification folders is displayed:

  • below your mailboxes on Nuxeo CMF 1.0 to 1.6,
  • in the tab on CMF 1.7.

Access rights

Access rights are inherited from the mailbox. This means that all the mailbox delegates automatically have access to the mailbox's classification folders.

Access rights available in a classification folder are:

Right

Actions available

Read

Consult cases and sub-folders

Classify

Create folders
Classify cases in the folder
Unclassify cases
+ Read actions
+ Remove actions

Remove

Delete folders

Manage

Manage access rights
Set alerts for other users
Manage deleted documents
+ write and read actions

Classify a document

You can classify cases as soon as:

  • you can access them (i.e. when you are a delegate of a mailbox to which the case was sent),
  • and you have "Classify" right in the target classification folder.

Classification is not available on drafts.

Classifying a case doesn't remove it from the mailbox. It actually creates a link from the classification folder to the case. This means if you edit the case from the classification folder, the modifications are also available in the mailboxes to which the case was sent.

To classify a case
  1. Open the case to classify.
  2. Click on the Classification tab.
  3. Select the tree you want to classify your case into using the drop down list.
  4. Unfold the tree to display the classification folders.
  5. Click on Classify here.
    The case is classified in the selected folder. It's not removed from the mailbox from which you classified it.

Unclassify a document

You need to have "Classify" right in the classification folder to be able to unclassify cases from a classification folder.

To unclassify a case
  1. Go in the classification folder from which you want to unclassify the case.
  2. Select the case to unclassify using the check box.
  3. Click on the Unclassify button.
  4. On the window that pops up, click OK.
    The case is unclassified and cannot be accessed from the classification folder anymore. It's still available in the mailbox however.
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