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Using Case Security


David
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  • Technical Support Engineer

 

If you need to use Case security, first create the case in a secure environment. I.E. On a computer that is password protected and behind a firewall etc. Get the case ready or as complete as you can without case security enabled, when you are ready to move the case to your Trial Laptop, Create a secure case with the Case name, and use your (Case name).MDB to recreate your document references and workbooks, use the (Case name B).CMS to recreate your transcripts Database and any clips you created. If you will need to move your case, avoid using case security. Case security prevents use of pack and go and can complicate the use of case copy.

 

 

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  • Technical Support Engineer

 

If you need to use Case security, first create the case in a secure environment. I.E. On a computer that is password protected and behind a firewall etc. Get the case ready or as complete as you can without case security enabled, when you are ready to move the case to your Trial Laptop, Create a secure case with the Case name, and use your (Case name).MDB to recreate your document references and workbooks, use the (Case name B).CMS to recreate your transcripts Database and any clips you created. If you will need to move your case, avoid using case security. Case security prevents use of pack and go and can complicate the use of case copy.

 

 

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