•One Enclosure at a time

1.On the New Case form select Enclosures tab

2.Click .

3.Case Enclosure form is displayed.

Add Enclosure form

4.Select Material.

5.Enter the Quantity. Quantity is set by default to 1.

6.Notes can be added in the yellow box. You can add any information or you can leave this field empty.

7.Click .

8.Repeat steps if you need to add another Enclosure.

•Multiple Enclosures at the same time

1.On the New Case form select Enclosures tab

2.Click .

3.Add Multiple Enclosures form is displayed.

Add Multiple Enclosures form

4.Click on the Enclosure from the Available Enclosures list and click on the first arrow to move the selected record to the Case Enclosure list. All Enclosures displayed in Case Enclosures grid will be added to the case once the form is closed. You can add all available Enclosures by clicking on the second arrow.

5.Enter the Quantity by clicking on the quantity field of the record that was added to the Case Enclosure list. Quantity is set by default to 1.

6.Notes can be added in the yellow box. You can add any information or you can leave this field empty.

7.Click OK.

Added Enclosures are displayed on the Cases Enclosure tab

Enclosures were added to the case

Save the Case.

Case Number is saved on the 4.Cases form. Details of the case number are displayed on the lower part of the form. To see the enclosures that were added to a case, select the case by clicking on it and then click on Enclosures tab. All added enclosures and details for each one are displayed in the grid.

Enclosures tab on Cases form

1.Edit On the Case form, click on 1.General tab, select Enclosures tab, and click the record you want to update.

2.Click , or just double click on the Enclosure in the grid.

3.Make the changes on Case Enclosure form.

4.Click

Note: You can also modify enclosures using option. Once the button is selected the Add multiple Enclosures form is displayed with the added enclosures on the right panel. You can update the quantity by clicking on the field, you can add, change notes and also you can add or remove enclosures as needed.

1.Select the Enclosure you want to remove by clicking on it in the Case form on 1.General tab, then select Enclosures tab

2.Click

3.Click on Yes when confirmation is asked

Note: You can also delete enclosures using option. You can Remove the existing enclosures using the two left arrows. The first one will remove the selected enclosure, while the second one will remove all added records. This method is more efficient if you need to remove multiple enclosures from the case.