Configure Case Manager settings

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This article explains general settings that affect features of the Case Manager module.

Case Manager audit trail

This setting is found in the Admin Center in system and team settings under Session > Document handling.

  • Enabled - The system saves an audit trail of actions performed on the case and the audit trail is available to a Case Manager user (see View cases).

  • Disabled - The system does not save an audit trail and the download option is removed from the Case Manager UI.