Find the case
You can find a case several ways:
-
By searching
Calendar > Cases (see Searching cases).
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View button
Click
next to a Case field in a View Job, Turn In, or Invoice window. -
When editing a job
If a job is tied to the case, click
> View Case next to the Case field in the Edit Job window.
Update information
- In the View Case window, click Edit.
- Within an Edit Case window, you can update any information you entered, except notes entered in the Notes Log. They can only be canceled. See Canceling notes.
- Add to or update:
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General
For basic case information, such as case name(s), type and warnings or remarks, and to settle or cancel the case, see Entering general case information.
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Parties
To add parties to the case, see Adding parties. To update an existing party’s information, see Updating parties.
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Repository
To add files to the case’s repository, see Uploading files to a repository.
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Notes Log
To make notes on the case, see Making notes.
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Do more
In the Edit Case window, click More >
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Merge To
To merge the case into another case, saving its historical data. See Merging data.
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Create Jobs
To create jobs with the case information automatically included. See Scheduling jobs.
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Jobs (List View)
To view jobs related to the case. See Searching jobs.
Save case
Click Save in the Edit Case window.