Case Overview Toolbar

The CaseOverview toolbar lets you access tools for creating a new case, and saving, editing, managing, and exporting cases. You can also view the name of the case you are working on and open a different case. By default, the Case Overview toolbar is a part of the Case Overview workspace.

Properties

Parameter	Description
New Case	Lets you create a new case—see Creating New Cases.
Save Case	Lets you save the current case.
Edit Case	Lets you edit the current case—see Editing Cases .
Case Management	Opens the Case Management dashboard where you can: View and manage cases Manage custodians on legal hold Export cases to a spreadsheet See Case Management Dashboard.
Export Case	Lets you export a list of cases to a spreadsheet for managing the progress of searches—see Exporting.
Case Report	Lets you create a report of your case and download it as an Excel document.
Working on Case	Displays the name of the current case and lets you open a different one on your list. A red exclamation mark next to a case indicates a error or warning for various reason including: - The case is locked because another user is working on it. - The scope of the case has changed. - There was a problem with the case the last time legal hold was updated. The red exclamation mark is also present in the list of cases on the A Case Management dashboard. TIP Hover your cursor over the icon to see a description of the warning or error. Lets you view your case list and switch cases—see Opening Cases.