Create Case Title Aliases that differ from your Primafact 6 Global Setting
If your Case needs Title Alias Customizations that differ from the Global settings, you can override Global settings and apply customized Title Aliases for the Case.
To customize Case Title Aliases:
- Access the Case Titles settings using the gear icon at the right corner of the blue Case Navigation Ribbon
- Select Document Titles from the menu.
- The Case Document Title window will appear:
- Click the Override (Notice the current Global Default values are displayed. These may be retained for your current case, modified or overwritten. Any changes will not impact the Global Settings.)
- Select the Title series you wish to customize.
- Rename the Title.
- Populate your template with static text and/or auto-generated content fields.
To use Auto-Generated Title Aliases:
- Check the Generate Automatically checkbox to customize auto-generated content.
- Add desired text and/or select Profile Fields. See Auto-Generating Title Aliases for details.