Overview

Case mapping is used to define DocuNote location for saving distributed documents.

Case mapping type must have a name and a set of parameters that coincides with a case of any particular contact.

<aside> ⚠️ Please note:

• From DocuNote version 6.7, it’s possible to add the parameter “AND custom fieldtype”, to further control the mapping. </aside>

Configuring/editing ‘Archive case mapping’ types

1. Click on DocuNote to open Backstage panel and open System Setup

2. Click Case archive mapping.

   The ‘Case archive mapping types’ dialog box is displayed:

   

3. Click Add to setup a “New case archive mapping”. (See parameter description at the bottom of this page.)

New case archive mapping type

(Below is example with Combo box, based on DocuNote version 6.7)