Modify Case

The only aspects of a case that can be edited in ADDAutomated Digital Discovery are the code name and/or matter number. If you need to modify any other aspect of a case, do so in ADD Processing (or if it is a new case, delete it and re-create it with the correct definition).

To edit a code name and/or matter number:

  1. Click Case Management on the ADD Home page (or Case Management on the main menu).

  2. In the left pane of the Case Management page, click Case Management.

  3. Click corresponding to the needed code name and click Edit Code Name.

  4. Change the code name and/or matter number and click Save.

  5. Notify other administrators and users of the changes.