Printing from Case Dynamics

You can print specific facts, issues, interview questions, and outlines along with associated information, such as documents and excerpts.

Note: Trying to print facts or documents that have a File Size field value of 0 may result in an error. To troubleshoot, we recommend populating this field with a value greater than 0 using mass edit.

Creating a Printing Profile

In order to print from Case Dynamics, you must create a Printing Profile. To create a Printing Profile:

  1. Navigate to the Printing Profile sub-tab, and then click New Printing Profile.
  2. Add information in the Printing profile layout. See Printing profile layout fields.
  3. Click Save.
  4. Click the Facts sub-tab.
  5. Select the facts you want to print.
  6. Click the mass actions drop-down menu and select Print.
  7. Select the profile that you just created.
  8. Click Print.

Printing profile layout fields

The Printing Profile layout contains the following fields:

  • Name - enter the name of the printing profile.
  • Orientation - select an orientation for the printout sheet.
  • Object Type - select an object type from the drop-down list. The selected object type determines the available fields to choose from.
  • Fields - click Ellipsis icon to select available object fields to include on the fact printout sheet.
  • Header -
    • None - select this option to not include a header name.
    • Workspace Name - select this option to use the Workspace Name as the printing profile name.
    • Text - select this option to enter a custom header.
  • Header position - select a position for the header.
  • File type - select an Image or Produced file type.
  • Print control number on images - select whether to print the control number on imaged documents.
  • Include document placeholders - select whether to include placeholders for documents that have not been imaged or produced.
    Placeholder