Revising Folder Properties

You can edit or revise properties of existing folders on the Folder Management page.

1. On the Go To menu, click Cases and then click Cases by Folder.

   -or-

   On the Home page navigation pane under Case Management, click Folder List.

2. Under Folder Management in the Properties column, click Edit for the folder you are revising.
3. Change the folder type:
   • Select the Public Folder check box to make the folder publicly available for other users, or
   • Clear the Public Folder check box to keep the folder contents private and limit access only to yourself, or
   • Select the Default Folder check box to make the folder your default folder for storing cases, or
   • Clear the Default Folder check box when a different folder is used as the default.

   Note: In the Folder Management grid, Public Folders display as "True" under the Public column. Private folders display as "False" under the Public column.

4. Share the cases in this folder with other users:
   1. In User Nickname, type the nickname of a user with whom to share this folder. To access shared cases, the user needs to enter their nickname in Preferences. See Setting Your System Preferences.
   2. Click Add User. This saves the user to a list of users who have access to the folder.
   3. Add users as applicable.

   Note: Users must enter their Nickname in Preferences to share cases. See Setting Your System Preferences.

5. Remove a user's access to the folder: in the Users who have access list, click Delete to the right of the user's nickname to remove their access to the folder.
6. Click Save to save the changes for this folder and update the Folder Management grid.

   -or-

   Click Cancel to return to the Folder Management page without saving changes to the folder.