Overview: Cases (Projects) and Custodians

The Client Management TreeView lists all of the Cases (Projects) associated with a client. Files are processed into the system and organized by Custodian.

You can add, modify, and delete Cases (Projects). You can also add or delete custodians. For more information, see the relevant topics.

Cases (Projects)

Create a New Case (Project)

Modify Case (Project) Options

Reassign a Case (Project) to a Different Code Name

Case (Project) Options

Custodians

Create a New Custodian

Delete a Custodian

Create Custodians without Creating Jobs

Import Custodians and Jobs at the Case (Project) Level

Import Jobs at the Custodian Level

Export Custodians and Containers for the Case (Project)

Export Jobs and Containers for the Custodian

 

Related Topics

Introduction to eCapture

Overview: Managing Clients and Clients

Work with Custom Stored Procedures