Editing Cases

Once you have created a new case or opened an existing one, you can edit it at any time. This is useful for editing the case information or applying the Closed status to cases. You are never locked in with the original categorizations. You can edit the locations and custodians included in the case, grant and revoke reviewer access, and add/remove tags.

Only the case manager or case members with manager rights can assign rights to other users, as well as revoke the rights of specific users on a particular date. They can also open, view, search, comment, and tag cases on which they have access rights.

IMPORTANT
You must click Save after editing cases or your changes will not be saved. If you are using the Auto-Save feature, be aware that it does not automatically save changes you make to case parameters.

How to Edit Case Information

  • Do one of the following:
    • From the Case Management dashboard, select a case to edit, and click Edit Case.
    • In the Case Overview workspace, click Edit Case to edit the currently open case.
    • The Edit Case dialog box is displayed.

  • On the Case Info tab, edit any of the fields. These are the same fields as when you first created the case.
  • Click Save.

How to Edit Locations and Custodians

  • Select the Locations & Custodians tab.
  • In the Locations pane (left), select or deselect the locations to display.
  • In the Custodians pane (right), select the custodians to display. By default, all custodians in the selected (archive) location(s) are selected.
  • To select specific custodians, deselect the Select all Custodians option, then select the custodians to display.
  • To view only the custodians you selected, select the Display selected option.

  • To search for specific custodians in the selected (archive) location, enter the name in the Custodian filter search box and press Enter or click the Magnify icon.
  • Click Save.
  • NOTE
    Depending on the size of your organization and archive stores, it may take a few moments for search results to load when searching for specific custodians.

How to Edit Legal Hold

On the Case List tab of the Case Management dashboard, click Edit Case, then click the Legal Hold tab.

For instructions on how to set or modify Legal Hold, see Applying Legal Hold.