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Use the Case Disclaimer setting to add, edit, disable, or reset a case-level disclaimer message. A rich text editor provides options for font, size, and color. You can also indicate when and where the message appears.
Users need to acknowledge the disclaimer when they log in by clicking Agree or Disagree.
Use the following procedure to set a disclaimer for a particular case.
1.On the Portal Home page, under Portal Management, click Cases and Servers.
2.On the Cases page, click the name of the case whose disclaimer you want to set. For portal administrators, when organization security is enabled, the list of available items depends on membership in a provider or client organization. To understand how organizations are managed in the application, see Organizations. For a summary of how organization security affects portal access for each Ringtail user category, see Portal security table.
3.In the navigation pane, click Case Disclaimer.
4.Type text in the Case disclaimer text box. You can use the options on the editing toolbar to change the font and paragraph styles.
5.Select the Visibility for the disclaimer:
oTo enable the disclaimer, select Show disclaimer when users log in for the first time.
oTo disable the disclaimer, select Do not show disclaimer when users log in.
oTo reset the disclaimer, select Show disclaimer when users log in the next time.
Caution: Resetting the disclaimer disconnects all users currently logged in to the case, including the system administrator or portal administrator who is setting the option. Before resetting a disclaimer, warn active users and provide time to save their work.
6.Click Save. To restore the disclaimer to the previously saved settings, click Reset.
