Printing from Case Dynamics

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

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:

(Click to expand image)

• 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 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.