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Case Definitions |
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Cases are represented in the interface by blue box icons. They may contain categories within them.
Opening a case leads the user to the following landing page:
While navigating Cases the user will find an action menu on the right side of the screen. View the Action Menu section for more information.
There are different ways to search through a Case:
Simple Search, which allows the user to perform quick text searches within the Categories or Documents in the Case.
Advanced Search, which allows the user to perform Index Data searches, with specific forms of search functions available for different types of Index Data.
Quick Search, which allows the user to execute saved searches configured in the Therefore™ Navigator. By default, the quick search 'All Items' is pre-configured. When executed, it displays all categories in the case.
