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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.

SD_R_Design_Categories_CaseDefinition_Properties_001

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.