Other Case Table Activities

See the following list for other activities related to the records in the case table:

  • Native files: If your case includes native files (electronic source documents such as email files, Microsoft Word files, and other files), they will be identified in the case table with an icon representing the file type in the leftmost column of the case table. See "Working With Native Files" for more details.

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    Note: You will be able to open native files if you have the needed permissions and software program on your computer. If you do not have the program, use the Native Viewer tab in the Document Details pane. Contact your administrator if you have any questions.

  • Searching for records: See "Searching Overview" for details on searching.

  • IPRO Eclipse Analytics: See "Analytics Overview" if your company has this optional IPRO Eclipse feature.

Copy Record Data

To copy data for a single record in the case table:

  1. As needed, show or hide columns as explained in "Show/hide and organize columns" so that the displayed content matches your needs.

  2. Click the row of interest and then press Ctrl+C.

  3. In an appropriate file, such as a text or spreadsheet file, press Ctrl+V to paste the copied row.

    To obtain data for multiple records, see "Exporting Data for Multiple Records." To copy the data of a single field, see "Editing a Record."