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Custom Case Sub  Folders
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Last modified on 7/26/2019 1:38 PM by User.

Custom Case Sub  Folders

cManager can create a set of  predefined sub folders when adding a new case 

Eg.

 

These are also used in the Case History screen to allow you to move documents from the Case folder into one of these sub folders within cManager

 

 

These are setup using the Tools -> Systems Parameters using Code 200002 as shown below.

Entry Parameter entry is defined as follows

Parameter Code  = 200002

Parameter ID = unique within the 200002 range and best set as the next available number

Parameter Sub ID = Case Type (These can be viewed by filtering the parameters of Code 3)

Parameter Text Value = Name of Case Folder (avoid \,/,@,: or other special characters)