Edit Folder Properties and Share the Folder with Other Users

Use the Folder Properties dialog box to edit folder properties and share case folders with other users.

NOTE: Users must enter their User Nickname on the Preferences page to share cases with other users. See Preferences.

1. On the left, click the Case Management navigation button to open the Cases page.

2. Click the Folders navigation tab to open the Folders page.

3. In the Folder Name column of the Folder Management grid, locate the name of the folder to edit.

4. In the Properties column of the grid, click Edit to open the Folder Properties dialog box.

5. Edit folder properties as applicable:

   • Type a different name in Folder Name.
   • Select the Default Folder check box to make the folder your default folder for storing cases, or clear the Default Folder check box when you use a different folder as the default.

6. (Optional) Share the cases in this folder with other users. The other users will have full access to update and save the cases within the folder.

   1. In User Nickname, type the nickname of a user with whom to share this folder.
   2. Click Add User. This saves the user to the list of users who have access to the folder.
   3. Add users as applicable.

   In the Folder Management grid, shared folders display as "True" under the Shared column. Unshared folders display as "False" under the Shared column.

7. (Optional) Remove a user's access to the folder. In the Users who have access column, click Delete to the right of the user's nickname to remove their access to the folder.
8. Click Save to save the changes for this folder and update the Folder Management grid. Click Cancel to return to the Folder Management grid without saving changes to the folder.

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