Export Case Definition Files

After you create a case, Administration allows you to export the definition to make it easy to create future cases that share similar characteristics. The load file you create is an .XML file with a file extension of .CSE.

This file contains the following case characteristics as selected by the user, but no case data. (A case definition file can be created whether or not data has been added to the case.)

  • User-defined database field definitions (field names, types, and options)

  • NOTE: System fields are not included in .CSE files. If a .CSE file is used to create a new case, new system fields will be created automatically.

  • Control/pick list values

  • Tag palette (tag groups and tags)

  • Redaction palette

  • Stop words

  • Key words

  • Saved searches

  • Coding forms

The following case characteristics are included in the .CSE file by default:

  • Tagging options (document/case level tagging)

  • Date format

  • History/tracking options

  • Import validation option

Export procedure

To export a case definition file:

  1. Log in to Eclipse SE Administration as a Super Administrator.

  2. Click the Case Management drop down and then click Case Management.

    The Case Management area displays.

  3. Select a Client and Case.

  4. Click on the Case Details tab.

  5. Click the Export Definition button.
  6. In the dialog box, select the items to export and click OK.

  7. In the next dialog box:

    1. Navigate to the location where you want to save the case definition file.

    2. Enter a file name and click Save. The file extension is not required.

  8. In response to the confirmation message, click OK. When appropriate, use the exported case definition file to create a new case as explained in Overview: Create Cases.


Related Topics

Overview: Import/Export

Workflow: Export and Import a Case Definition File