Documents view for the Case Information widget

You can configure the Case Information widget to provide case workers 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.

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.