Remote Clients

To add a new Remote Client:

1. Navigate to Settings > System Configuration > Remote Clients.

System configuration options including remote clients and database management settings.

2. The following page displays:

Remote client management interface showing no clients found and various action buttons.

3. Select New to add a new Remote Client.

Form fields for assigning users and selecting application types in a client management system.

4. On this page you can configure the new Remote Client by assigning users, selecting the application type, selecting search criteria, selecting the case types, selecting attachment types, and selecting to send email for the new Remote Client.

5. Select Save when complete. Email will be sent to the user remote client registration details so that user can register their Remote Client to download the case information and synchronize their changes back to eCASE.