Frequently asked questions
- How do I know my "location" in the system?
There is a navigation in the central panel, which displays the user's exact location in the system.
- What is “My Casebox”?
On the left-side panel, there is a folder called “My Casebox”, where each user's documents are organised. The rest of the accessible contents are listed under “All Folders.”
- How do I create and edit content?
To create a new content type, click “New” in the main menu and select from the list of content types you would like to add. To edit, simply click on the item in the central panel. Then click on the "Edit" that appears in the left-hand corner of the preview in the right side panel.
- How do I upload and edit documents?
To upload a document to Casebox, click the “Upload” button in the main menu, or simply drag and drop the document(s).
- How can I add comments?
Simply type text into the comment box and hit Enter to post.
- Which browser should I use?
We recommend using Google Chrome, although other browsers, such as Mozilla Firefox or Safari will also run Casebox.
- Can I create new fields for a case?
A case is a record that has fields. Fields can be added/removed. The screenshot illustrates case fields available in the demo instance.
- How can I create new smart folders?
If you have hundreds of cases, and you would like to have a smart folder that groups them by country, or by country and then by status. Casebox has a smart folder framework that allows developers to build new smart folders. This requires some PHP knowledge.