Automated Reminders allow you to schedule chaser emails on open Contribution and Quality Assurance request targets.

Document templates can be added to the system in order to assist users when drafting a response to a correspondent. Standardised documents can include letter heads, mail merge fields and can be assigned to different case types or specific teams.

Email templates are used for creating standard emails that will be sent from eCase internally to other member of the team, for example when a case has been assigned to you, or externally when you require more information from the correspondent, like clarification of the request.

Key terms are added to a case to categorise the requested information. You can add one or more key terms that are relevant to the case. This will allow cases to be linked to the new case and standard lines to be recommended to assist in drafting a response.

Standard Lines are lines of prepared text which can be used as part of a response to a correspondent. They can either be entered as a text line/paragraph or as a whole template document, like a pre-prepared letter.

The Organogram allows you to add an individual or multiple people to a team with one role or multiple roles for one or more case types.

The Mailboxes link allows you to add, modify and delete email mailbox configuration on eCase. Various mailboxes can be configured from specifying which email address to send your correspondence from, to adding in shared mailboxes for team contributions.

The People link allows you to see all users that have registered on eCase, the roles that are attached to their user account and any additional privileges that are assigned to that team member.

Roles are made up of one or more privileges, or admin permission privileges, that allow a team member to perform their role on eCase.

The Field Value Options feature is used to quickly add information to eCase so that relevant options are available in the drop-down list on key fields when on the Case Details screen.

Audit Log Search enables you to view the history of multiple cases.

Case Reassign allows you to search and reassign multiple cases in one go to another user on eCase.

eCase enables you to archive older, complete cases that are no longer required. Once archived, they will no longer be available on eCase, for example in searches or in reports. The process can be scheduled to run daily, every Sunday or the 1st day of the month, or archived manually.

Case Options provides you with the option to exclude a case from a report or prevent deletion of an individual case.