Editing Cases

Once you have created a new or opened an existing one, you can edit it at any time. This is useful for editing the information or applying the Closed status to . You are never locked in with the original categorizations. You can edit the locations and included in the , grant and revoke reviewer access, and add/remove tags.

Only the manager or with manager rights can assign rights to other users, as well as revoke the rights of specific users on a particular date. They can also open, view, search, comment, and tag on which they have access rights.

IMPORTANT
You must click Save after editing or your changes will not be saved. If you are using the Auto-Save feature, be aware that it does not automatically save changes you make to parameters.

How to Edit Information

  • Do one of the following:
    • From the Management dashboard, select to edit, and click Edit .
    • In the Overview workspace, click Edit to edit the currently open case.
    • The Edit dialog box is displayed.
  • On the Info tab, edit any of the fields. These are the same fields as when you first created the .
  • Click Save.

How to Edit Locations and

  • Select the Locations tab.
  • In the Locations pane (left), select or deselect the locations to display.
  • In the pane (right), select the to display. By default, all in the selected (archive) location(s) are selected.
  • To select specific , deselect the Select all option, then select the to display.
  • To view only the you selected, select the Display selected option.
  • To search for specific in the selected (archive) location, enter the name in the filter search box and press Enter or click the Magnify icon.
  • Click Save.
  • NOTE
    Depending on the size of your organization and archive stores, it may take a few moments for search results to load when searching for specific .

How to Edit Legal Hold

On the Case List tab of the Case Management dashboard, click Edit Case, then click the Legal Hold tab.

For instructions on how to set or modify Legal Hold, see Applying Legal Hold.