Local cases need to be stored in network folders to ensure that other users can access them in CaseMap. When you move a case to another network directory location, you may risk losing links from the case to attached files/documents. The case file and case documents are often stored in separate folders. To ensure case integrity when moving case document folders, use the Change Linked File Paths utility on the Tools > Linked Files menu.
| 1. | Right-click on the Windows Start button and click Explore to launch Windows Explorer. |
| 2. | Navigate to the folder where the case is stored. |
| 3. | Copy or drag the case to the new folder. |
| 4. | Return to the old folder location and delete the case so it does not exist in two locations. |
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Use the Change Linked File Paths utility when you move cases on your computer or network that are linked to a case. When running the utility, you must have one of the following spreadsheets open: All Objects, Research Authorities, or Research Extracts.
Change Linked File Paths utility considerations:
| • | You must have network access to the new case folder location in order to move cases and remap the linked files. |
| • | If all the linked files were previously in the same folder, the utility automatically updates all of the links in the current spreadsheet to the new path. |
| • | If the linked files were in multiple locations, you are prompted to select which old path you want to change so only the linked files associated with that path are updated. |
| • | The utility updates records solely on the matching path, disregarding the current filter. |
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We strongly recommend that you make a backup of the case before running the Change Linked File Paths utility and making global changes. Restoring a backup of the case is the only way to undo the changes.
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| 1. | Open the spreadsheet you need to run this utility program from: All Objects, Research Authorities, or Research Extracts. |
| 2. | On the Case Tools menu, click Change Paths. |
| 3. | In the message box, click OK if you have already made a backup of the case. |
| 4. | In the message directing you to browse to a new location, click OK to continue. |
| 5. | In the Browse For Files or Folders dialog box, navigate to the new folder location, the click OK. |
| 6. | Verify the old path and new path locations for the case, then click Yes to run the utility. |
When the process is completed a message box displays the number of linked files updated successfully.
| 7. | Click OK to close the utility. |
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