How to Edit a Cabinet

  1. In the Cabinets panel of the Case Manager screen, double-click the cabinet you want to edit or highlight it and click Open.
    The Cabinet Settings pop-up window appears.

  2. Make the desired changes.

  3. The changes will be saved automatically. To close the window, click the X in the top-right corner.


For further information, visit our Case Manager and Cases - How to pages or watch our Case Manager Training Videos.