Using the Therefore™ Case Manager

The following are short tutorials on different uses of the Therefore™ Case Manager.

Full-Text Searching within a Case

For categories that are full-text enabled (which is the default setting), the Therefore™ Case Manager allows users to search for documents which contain specific text strings within the currently open case.

  1. Enter the text string to search for in the search bar of the Home tab, hit the Enter key. Check 'Document Content' or 'Index Data' depending on where to search for the term.

  2. To search within specific categories or configure advanced settings, click the 'Advanced Search' button in the Ribbon Menu. For more details on the Advanced Search function, see:

    Full-Text Searches

    Note:

    • All full-text searches performed in the current session are listed under the Searches object and can be retrieved by clicking on them.

    • Stemming is active by default and it can be deactivated in the Therefore™ Navigator options.

  3. A hit-list of matching documents will then be displayed. Click on a document to open it.

Creating New Documents based on a Case

This feature requires a Microsoft Office template and a Template Profile which maps the index data to the controls or cells on the template. See:
Template Profiles

  1. Click on the Templates button in the ribbon menu. All templates that are available for this case, and for which the user has read permission, will now appear in the drop-down list. Select the required template.

  2. The template will then open in Microsoft Office and will be automatically populated with the mapped index values from the selected case. This document can then be edited and processed as required.

    Note:

    An indexing profile can also be configured to allow a user to save this as a new document to Therefore™. See:
    Indexing Profile Settings

Exporting and Sending cases or documents within a case

Whole cases, or just selected documents from the hit-list, can be exported or sent.

  1. Click 'File' and click either 'Export' or 'Send'.

  2. Set the conversion settings and press OK to begin exporting or sending the documents in the case. See:
    Export and Send Option

    Note:

    To export or send only certain documents in a case, select these from the hit-list and the choose Export or Send from the ribbon menu.

Closing and re-opening cases

It's possible to close a case to prevent users from making any more changes to the case. If needed, an administrator can also re-open a case.

  1. Click on the File tab and select 'Close Case'.

  2. Once a case is closed, a notification bar will appear above the document hit-list.

  3. Users with permission to re-open cases can click the button in the notification bar to re-open a case.

See Also:
Saving Files