Finding and Opening a Case
1.The Case Manager in Therefore ā¢ Dynamic Web View is accessible to the user by executing a search. First, select a case definition from the list displayed under Repository. Click on a case definition to select it.
![dwv_t_caseman_001](./images/dwv_t_caseman_001.png)
2.Chose one or more of the available index data fields in order to search for a case. Fill in the relevant information. Depending on the type of index data field, you may enter free-form text, or select relevant index data using the menu icons next to the index data field. Click Search to proceed.
![dwv_t_caseman_002](./images/dwv_t_caseman_002.png)
3.A hit-list of cases matching the search criteria is displayed. The number of documents contained in each case are displayed in parentheses (X documents). Double-click on a case to open it.
![dwv_t_caseman_003](./images/dwv_t_caseman_003.png)
Jumping between cases
Move between cases using the Previous Case and Next Case button. If you have reached the first or last case, a yellow notification box will pop up letting you know that you have reached the first or last case.
![dwv_t_caseman_004](./images/dwv_t_caseman_004.png)
Using the Case Actions menu
Using the Case Actions menu on the right side of the screen, you may chose the following four actions: Add document, Edit case header, Start workflow, and Start task.
![dwv_t_caseman_005](./images/dwv_t_caseman_005.png)
Adding a document
Add document opens a menu allowing you to add a new document to the case and enter its index data. Click Back to cancel or Save to proceed with saving the document to the case.
![dwv_t_caseman_006](./images/dwv_t_caseman_006.png)
Editing a case header
Edit case header opens a menu allowing you to edit the defined index data fields of a case header. Click Cancel to discard your edit or Save to proceed saving the edited index data.
![dwv_t_caseman_007](./images/dwv_t_caseman_007.png)
Starting a Workflow
Start workflow opens a dialog titled Select Workflow. There, you may select a pre-defined Thereforeā¢ Workflow from a list and assign it to the case. Click Start to start the workflow or Cancel to return to the case.
![dwv_t_caseman_008](./images/dwv_t_caseman_008.png)
Once a workflow is started, it is accessible through the Workflow tab. Click on the circle-shaped Workflow icon to access it.
![dwv_t_caseman_009](./images/dwv_t_caseman_009.png)
Starting a Task
Click Start Task to create a new Thereforeā¢ task concerning the opened case, and assign it to one or more specific users. Click OK to start the task, or Close to discard it.
![dwv_t_caseman_010](./images/dwv_t_caseman_010.png)
Using the Context Menu
While viewing the hit list of cases in the case manager, you have access to a context menu. Click on the three dots icon to access it.
![dwv_t_caseman_011](./images/dwv_t_caseman_011.png)
The context menu shows a list of available commands for this specific document. These are Open document, Delete document, Start workflow, and Start task. Double-click on a document to open it.
Using the Document View
In the document view, the available Actions for a document are changed to Show index data, Start workflow, Start task, and Download file.
![dwv_t_caseman_012](./images/dwv_t_caseman_012.png)
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