Case Details

Location: Account >> Manage Cases

General

NOTE: Updating Case Details is reserved for Account Administrators. The Case Details page allows users to change the case name, add Case Keywords (i.e. Persistent Highlighting), add other case-specific information such as Case Number, Venue, Lead Attorney, etc. 

Editing Case Details

To edit the information visible on the Main Case Display (Fig. 1), Account Admin users must access the Case Details from the Account >> Manage Cases tab. From the list of cases in the account, click the Case name to fill in the Case Details. See Fig. 2 and Fig 3. 

Field Descriptions

Case Name

This is the title of the case. This field is limited to 256 characters.

Case Number

General purpose field. This field can contain both text and numbers up to 256 characters.

Case Type

General purpose field. This field can contain both text and numbers up to 256 characters.

Case Venue

General purpose field. This field can contain both text and numbers up to 256 characters.

Lead Attorney

General purpose field. This field can contain both text and numbers up to 256 characters. 

Trier of Fact

General purpose field. This field can contain both text and numbers up to 256 characters.

Case Comments

General purpose field. This field can contain both text and numbers up to 1024 characters.

Custom Designation

This is a default value for the Custom Designation field in any new production (Production Job page). The field can contain up to 256 characters, but should be limited, if possible, to around 50 characters to ensure that it will print correctly as part of a production.  It is printed on the lower right of a page to the left of the Bates stamp.

Case Keywords

Enter multiple search terms which will persistently highlighted in the TEXT tab of the Document Viewer. Click Here to learn more about Case Keywords.

Case Keywords

To learn more about persistent highlighting in Lexbe, see our technical note on Case Keywords.

Creating Custom Tags for Cases

It is possible to add an unlimited number of Custom Case Fields which will be displayed on this page as well. See Manage Custom Case Fields for more information.