Case Manager Inventory Exports

Here the user can create inventory listing exports for WOO-cases, using the exclusions and judgements tags that are configured in the Display settings of the case. This page has a couple of inputs:

• Query

  This is the query by which documents will be fetched. If left blank, then all documents of the case will be fetched.

• Exclusions

  Here the user can pick which tags from a pre-configured list will be used as exclusions.

• Judgements

  Here the user can pick which tags from a pre-configured list will be used as judgements.

• Use metadata dat

  If selected, the date in the document metadata will be used to date the document. Otherwise, the date from the index will be used.

Once the inventory listing is created, it will take some time for it to show up on the page. Once the exporting of the inventory listing is done, the user can downloading the listing from the list of completed listings.