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The Case Menu Configurator administrative page allows you to revise the case pages available in a particular case group, including which pages are available, the headings under which the pages appear, the order in which the pages appear, and the names shown for each page. Note that the headings (General, Plaintiff, Defendant, Litigation, Surrogate, and Other) cannot be removed, but can be renamed and moved within the menu.

The Structure of This Page


The Case Menu Configurator administrative page consists of three tables:

  1. A list of the Case Groups in the SmartAdvocate system.
  2. A list of the available case pages.
  3. A list of the pages that will be available for the case group chosen, along with the heading under which each page will be listed and the name that will be shown for the page.


Selecting Pages for a Case Group

  1. The left-most table, labeled "Select a case group:" lists all Case Groups available in the SmartAdvocate system. (See Case Groups for details.) The first item in the list is "System Default". When choosing the case pages to be available for a particular case group, you can either individually select the available pages, or choose to use a default set of pages, the details of which are set under the System Default item.
  2. The center table lists all of the pages that are available to utilize in the case page for a particular case group (including the System Default item). At the top of the table is a Filter, which allows you to limit the pages that are visible by the heading under which that page generally falls (General, Plaintiff, Defendant, Litigation, Surrogate, and Other). In order to add a page to the case group, highlight the name of that page and click the Add button.
  3. The right-most table consists of two columns and includes the following elements:

    1. The Case Group for which you are choosing the case pages that will be available.
    2. Use Default Checkbox to choose whether to use the default case pages for a case group rather than choosing them individually. If checked, the tables in which you choose which case pages will be available and move and rename the pages will be grayed out and cannot be edited.
    3. A list of the pages that have been chosen to be available in the selected case group.
    4. A list of the names by which the pages will be visible in the case page. The names can be edited by clicking on the Rename button and enter the new name.
    5. Up button, used to move a page to another location in the list. Click on the page you want to move, and then click on the up button to move the page up in the list.
    6. Rename button, used to edit the name by which a page will be visible in the case page.
    7. Down button, used to move a page to another location in the list. Click on the page you want to move, and then click on the down button to move the page down in the list.


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