Case Definition Properties |
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Case Definition Properties are displayed by right clicking on an empty area within the dialog and selecting the Properties menu-item.
Name
The name by which the case definition will be referenced.
Description
A description text for the case definition can be entered.
Sub-case
A drop-down list containing keyword dictionaries and primary fields. Selecting one will break the category down into sub-cases based on the entries in the keyword dictionary or primary field. These sub-cases then allow document permissions to be set for each entry. In addition, sub-cases can be used to refine retention policies.
For reference, the table name in the Thereforeā¢ database is displayed.