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How to add a key term to a case

To add a key term or key term group to a new case, see How to create a new case section.

To add a key term to a case that has already been opened, follow the steps below.

1. Sign into eCase. Refer to the How to Sign into eCase section.
2. Go to your Workbasket and click on the Manage link, in the Actions column for the case you would like to add a key term to. The Case Details page opens.
3. In the Key Terms field, click on the drop down arrow and scroll through the list of key terms.
   
   TIP In the Key Terms field, start to type in the name of the key term. The list will automatically jump to that key term if the term is available.
4. Click on the required key term to add to the Key Terms field. Multiple key terms can be added to a case.
   
   To delete a key term, click on the X next to the term.
5. Go to the Linked Cases menu on the left menu under the Admin menu. Select any new relevant cases that appear in the Suggestions For Linked Cases area to link to the case. Refer to the section How do I link a case to others on how to do this.
6. Go to the Response menu on the left menu under the Case menu. Expand the Pick Standard Lines area and select any additional standard lines to assist in the drafting of the response. Refer to the section How to complete the response for the case on how to do this.