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.

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 add to appear 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, click the name of the page to highlight it and click the Add button.

3. The right most table contains the pages assigned to that case group and consists of two columns, and includes the following elements:

Open

1. Use Default [Checkbox]: Allows you to choose whether to use the default case pages for the case group rather than choosing them individually. If checked, the center table for choosing pages, and the right table displaying the assigned pages will be grayed out and cannot be edited.

2. Selected Pages: A list of the pages that have been assigned to display in the selected case group.

3. Page Names: A list of the names that will be displayed in the case page. The names can be edited by selecting a page from the list and clicking the Rename button.

4. Up Button: Allows you 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.

   1. Alternatively, you can click and drag the name of the page within the table to change the order it appears in.

5. Rename Button: Allows you to edit the name by which a page will be displayed in the case page.

6. Down Button: Allowed you 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.