Edit chat data

1. Click WorkZone Chat at the bottom of the browser window to open the chat window.
2. In the Recent chats pane of the chat window, select the chat you want to edit and click Edit to open the Edit chat form. You can also right-click the chat and select Edit to open the Edit chat form.
3. In the Edit chat form, you can edit the following fields:
   • Title field: Enter a new title for the chat.
   • Description field: Enter a new description of the chat.
   • Participants field: Add additional participants or remove existing participants from the chat.
   • Cases field: Select a new case reference to the chat. If the drop-down list contains too many options, enter the case number, case title, or case handler to filter the drop-down list.
     This step is optional and you can select multiple case references to associate with the chat.
   • Documents field: Select a new document reference to the chat. If the drop-down list contains too many options, you can enter the document number or document title to filter the drop-down list.
     This step is optional and you can select multiple document references to associate with the chat. You can have document references to other cases than the cases referenced on the chat.
4. Click Save to save your changes and close the Edit chat form.

1. On the Chats detail tab on the case detail page, select the chat you want to edit and click Edit to open the Edit chat form.¹
2. In the following fields of the Edit chat form:
   • Title field: Enter a new title for the chat.
   • Description field: Enter a new description of the chat.
   • Participants field: Add additional participants to or remove existing participants from the chat.
   • Cases field: A reference to the active case is already registered and you can select multiple case references to associate with the chat.
   • Documents field: Select a new document reference to the chat. If the drop-down list contains too many options, enter the document number or document title to filter the drop-down list.
     This step is optional and you can select multiple document references to associate with the chat. The document references do not need to be documents on the selected case references.
3. Click Save to save your changes and close the Edit chat form.

¹ You can also right-click the chat and select Edit or double-click the chat in the Chats detail tab to open the chat window and then select and edit the chat.

1. On the Chats detail tab on the document detail page, select the chat you want to edit and click Edit to open the Edit chat form.¹
2. In the following fields of the Edit chat form:
   • Title field: Enter a new title for the chat.
   • Description field: Enter a new description of the chat.
   • Participants field: Add additional participants to or remove existing participants from the chat.
   • Cases field: Select a new case reference to the chat. If the drop-down list contains too many options, enter the case number, case title or case handler to filter the drop-down list.
     This step is optional and you can select multiple case references to associate with the chat.
   • Documents field: A reference to the active document is already registered and you can select multiple document references to associate with the chat.
     The document references do not need to be documents on the selected case references.
     If the drop-down list contains too many options, enter the document number or document title to filter the drop-down list.
3. Click Save to save your changes and close the Edit chat form.

¹ You can also right-click the chat and select Edit or double-click the chat in the Chats detail tab to open the chat window and then select and edit the chat.