Setting Case Folder Configuration Limits

How to set your archive's Case Folder limits

Please be advised, Case Folder's is independent to "Spaces" available in some of the cloud environments which have similar features. There is no interaction between Case Folders and Spaces.

Users can save search results to a Case Folder. Once saved to a case folder, users can comment on emails and apply flags to emails. These saved search results are stored in a database. To help prevent this database from getting too large, there are a few limitations which can be set.

If a folder is deleted by the search user, it is not immediately deleted unless the “Delete Folder on Closure” administration option is selected. And the search user will be able to review each email, setting flags and comments. The Administrator can permanently delete the folder via the Email Management > Folder Management section.

The Case Folder Limits section allows Admins to set a limit on the usage of case folders and restrictions on the number of case folders for different types of users.

1. Navigate to Adv Configuration > Case Folder Limits.

2. Enter / Select the required values in the fields. Refer to the table below for field names and descriptions.

3. Click the Save button.

4. The case folder configuration settings will be updated successfully.

Field	Description
Maximum case folders for Basic User	Maximum number of case folders allowed for Basic Users.
Message limit for Basic User	Maximum number of messages allowed for Basic Users.
Maximum case folders for Privileged User	Maximum number of case folders allowed for Privileged Users.
Message limit for Privileged User	Maximum number of messages allowed for Privileged Users.
Folder Expiry for Basic User in days	Number of days, for Basic Users, after which the case folders will be deleted.
Folder Expiry for Privileged User in days	Number of days, for Privileged Users, after which the case folders will be deleted.
Delete Case Folder On Closure	Specifies whether or not case folders will be deleted once closed. When the Search User deletes a Folder, then unless the “Delete Folder on Closure” option is selected, the folder will remain in the database. The Administrator is then required to permanently delete the folder via the Email Management -> Folder Management option
Auto Generate Case Folder Names for Privileged user	Specifies whether or not names for case folders, of Privileged Users, will be generated automatically.