Customizing User Preferences

Default case type Search Criteria

Select a default case type from the options available on the drop down list. The available case types are set by the eCASE administrator. This case type is selected by default after navigating to the Search page.

Default folder search criteria

Select the search criteria to set as the default criteria when searching for folders. The selected search criteria is automatically loaded after navigating to the Search page. Only previously saved folder searches appear in this list.

My time zone

Select the preferred time zone from the drop down list.

Number of items to display per page

Enter the number of items that you wish to display at a time on a page. The maximum number of records that can be displayed is 200, with options increasing in increments of 10.

Automatically adjust clock for daylight saving changes

Select this check box to automatically adjust the clock for daylight savings time.

Display inbox summary on home page

Select this check box to display the Inbox Summary on the Home Page. This option is only available when there is a default home page. If the user has a custom dashboard (created by the App Administrator) then this option does not change the home page.

Display monitor list on home page

Select this check box to display the Monitor List on the Home Page.

Default Dashboard Role

Select a default dashboard role from the drop down list. This option allows you to select a (App Administrator created) custom application role. Users can be added to multiple Application Roles, which is why they must select the desired role from teh drop-down list. Only App Roles can have custom dashboards configured.

If a custom dashboard is not configured you will only see the eCASE default dashboard. App Administrators can add an item that allows you to switch their dashboard to another custom App Role Dashboard.

Manage Favorites

Add, modify, and replace existing favorites. This includes Search Criteria, Case Folders, Report Criteria, Contacts, Mail, and URL. Consult the Manage Favorites topic for additional information.

Change Password

Update the password associated with the user profile.

Manage My Jobs

Allows users to track document review management jobs.

Default attachment type

Select one of the options available in the drop down list to set the attachment type to appear by default when adding an attachment to a folder. Options are dependent upon the Attachment Types that have been associated to the case type(s) for the current application.

Additionally, if a default attachment type is determined the end user may still select a different attachment type when uploading a document (depending on their configuration)

Default folder owner when creating a folder

Select one of the options available in the drop-down list to determine the default folder owner when creating a folder. Options include Myself and Use Case Type Setting.

Default document checkout location

Select a folder on the desktop to serve as the save location for documents checked out from eCASE.

This feature is only used when Checking Out a document while using Internet Explorer. When using other browsers the document will be placed in the Downloads folder of your local disk. Copy the folder location on the local disk and paste this content into the Default document checkout location field.This allows any documents that you check out while using INternet Explorer to be saved to the default location. When checking out the document you have the option to chagne the location of where the checked out document will save to.

Ask me for confirmation before saving folder information

Select this check box to be asked for confirmation before saving the folder information. The image below provides an example confirmation window.

Prompt me to save the folder information every time I leave the main form

Select this check box to receive a prompt to save folder information any time the user navigates away from the primary case form. The image below provides an example Save Prompt pop-up window.

I will be out of office on the days highlighted in below calendar

Use the calendar to select one or multiple days when the user will be out of office. The Out of Office settings are applied on the selected days. Click the dates on which the settings will be applied. Users can also click Next or Prev to move between months.

Selected days that are in the past are not highlighted in this workspace. Only upcoming days that are OOO are highlighted.

Send an auto-reply message to each task sender while I am out of the office with the following message:

Select this checkbox to auto-reply to task senders with a configurable message for the duration of the out of office time. Once selected, additional fields appear to configure this message.

Message

Enter a message that will be automatically sent to the task sender when a task is sent while you are out of the office

Auto delegate my tasks to

Use the fields to select a delegate to receive your tasks while out of the office. First use the drop-down to selct a type, then use the Lookup to select a contact of that type. You can also use the View Availability option to see the availability of the selected user.

Message to the delegate

Use this text field to input a message to be sent to the delegate along with the delegated task. If no message is added to this text field then the email will send with no message.

Inbox

Displays tasks assigned to the user categorized by Total Tasks in Inbox, Tasks Arrived Today, Tasks Due Today, Tasks Overdue and FYI Copies.

Pending Folders

Displays links to folders created by and assigned to the user.

Folders I own

Displays folders owned by the user.

Discussion threads

Displays discussion threads the user has permissions to view.

Portal Messages

Messaging tool to communicate with other eCASE users.

Folders In Office

Displays all folders assigned to the office.