Thereforeâ„¢ Help

1.Select the case definition in the repository list.

2.In the Case Search menu, enter a search term for one (or more) of the index data fields.

If fields with pre-defined values such as keyword fields or reference fields are available, a pop-up menu of the options can be accessed by tapping the arrow icon. Tap on an option to select it.

3.The selection is then displayed in the Case Search screen. Click 'Search' to continue.

1.Once a Case has been selected, the Case Documents tab will be shown. Switch to the Case Header tab.

2.In the Case Header tab, enter (or change) the information in the relevant index data fields. Once done, click 'Save'.