(Dansk version)

A case type is a reusable collection of metadata (metaform design), case templates, and other settings for a set of case in DocuNote.

You can easily change the case type by using the system field Edit case type from the Properties of the case.

<aside> ⚠️ Please note:

• The menus is reflected by your organizational permissions and module roles (see Roles and permissions </aside>

• Change case type - Gives you a dropdown menu of the accessible case types. Once the new case type has been chosen, chose save in the pop-up window. The case will close and reopen to reflect the new casetype.

<aside> ⚠️ Please note:

• Changing the case type does not roll out template documents/folders and case templates. This requires deployment via editing the case type. </aside>

• Edit case type - Will navigate you to the administration module for the particular case type, where you can edit it’s settings. See Documents and Cases - Case types

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Tip:

• For editing the metaform used by the casetype, choose “Edit metaform”. See Managing forms - Metaforms designer

• Case type set during a case creation is displayed under the case title by default. If a case contains some description, then it will be also displayed along with a case type.

  

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