General Case Settings

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General Case Settings







Case names must be unique.  After the case is created, you cannot edit the name.

Case names are appended to the default Case Directory (4) path.



An optional description for this case.



An optional client name/title.  You can enter a new one or select an existing client from the drop-down.


Case Directory

Defaults to the Home Directory established in your Environment Settings, appended with the Name (1) you provide.

To share processing of cases among multiple computers, you must use a network path that is accessible to all computers participating in case processing.  If this case will only be processed on the local computer, you can use a path to a local folder.

This path cannot be edited after case creation.


Case is active

Enabled by default. This setting does not affect a case's ability to be processed.

Disable if this case is no longer in production, and to have the case display as "Inactive" in the Dashboard.


Apply default file type filters

Applies the default File Type Filter inclusions and exclusions to the case when enabled.

The default File Type Filter inclusions and exclusions are defined on the case Filters sub-tab from the Case Dashboard.


Case Time Zone

Determines which time zone is used for case metadata and native exports.

It is recommended to leave this setting at the default: (UTC) Coordinated Universal Time.


If a local path is used for the Case Directory (4), you will see the CaseDirectoryWarning icon appear on the right, indicating that other clients may be prevented from connecting with this location.