You can configure the Case Information widget to provide caseworker with a list of the
documents that are associated with the case.
The Documents view includes a toolbar that contains by default
an Add button, a Open button, and an
Actions button. The view also provides a pop-up menu that can be used to
perform actions on selected documents or folders.
If you configure the
IBM® Business Automation
Workflow Client desktop to support
external documents, you enable users to add documents from repositories other than the case
management repository. These documents can be added as case documents from the
Documents tab. When a user adds a document from a repository, the configured
repositories are listed.
Note: In IBM Content
Navigator 3.0.9, a new
feature is provided to allow asynchronous upload of single or multiple documents. This is
accomplished using the Add Document from Local System capability from the Add
Document widget in the Case Details page.
Tip: When you add documents from the case management
repository, a copy of the document can also be added to the case documents, which creates a new
document object.
Typically, searches are not case-sensitive. An exception is object store searches,
which are case-sensitive by default. You can change this default search behavior and enable
case-insensitive searches for object stores. For more information, see Setting case-insensitive search behavior for object store searches
.
You can move documents in a case folder. To move documents, use the Move to
Folder action in case folder documents view in case information widget. However, you
cannot move external repository documents or external reference documents in case folders.
This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15