Review or Change Database Records

The Edit Case wizard in Case Management provides a summary and details for the records in your database on the Database Records tab. Evaluate or verify records in a particular case as follows:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case you would like to edit. Double-click on the case to open the Edit Case wizard.

  4. Click the Database Records tab.

  5. Click the List All Records button to see records in the Documents list, or click Build Search to view specific records. For details on searching, see Overview: Search.

  6. Evaluate records as explained in Overview: Case Records. Possible activities include:

    • Reviewing the Documents list or document details

    • Deleting a document, page, or set of documents

    • Checking/changing file paths

    • Viewing images

  7. When finished, continue with other administrative activities.


Related Topics

Overview: Edit Cases