> For the complete documentation index, see [llms.txt](https://docs.valtimo.nl/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valtimo.nl/configuration-guides/cases/zgw/general.md).

# General

The General sub-tab links the case to a Dutch government zaaktype and configures how case and zaak data synchronize with the Objecten API and Zaken API.

Four independent tiles make up this sub-tab:

* **Zaak detail synchronisation** — synchronizes case details to an object in the Objecten API, based on an Object management configuration
* **Zaak synchronisation** — synchronizes the case's assignee and notes to zaak roles and zaak notes in the Zaken API
* **Documenten API** — shows the Documenten API plugin version detected for the case (read-only)
* **Connected zaak type** — links the case type to a zaaktype and a Zaken API plugin configuration, used to create a zaak for each case

***

## Configuring general ZGW settings

{% stepper %}
{% step %}
Expand **Admin** in the left sidebar
{% endstep %}

{% step %}
Click **Cases** under the Configuration section
{% endstep %}

{% step %}
Click a case definition to open it
{% endstep %}

{% step %}
Click the **ZGW** tab, then the **General** sub-tab

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-3f0784b510e153a78994041dad82e7619ed9f2bf%2F01-tiles-overview.png?alt=media" alt=""><figcaption><p>General sub-tab tiles</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
These settings apply to the selected case definition version and can only be edited on a draft version.
{% endhint %}

### Connecting a zaak type

{% stepper %}
{% step %}
On the **Connected zaak type** tile, click **Link zaak type** (or **Edit** if a zaak type is already connected)
{% endstep %}

{% step %}
Fill in the zaak type details:

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-20065564a0ea9df89c0108e44bc7a56f42645245%2F02-connected-zaaktype-modal.png?alt=media" alt=""><figcaption><p>Connect zaak type modal</p></figcaption></figure>

| Property                                          | Description                                                                           |
| ------------------------------------------------- | ------------------------------------------------------------------------------------- |
| Select zaak type for case                         | The zaaktype from the linked Open Zaak / catalogi registration                        |
| Select Zaken Api plugin for case                  | The Zaken API plugin configuration used to create the zaak                            |
| RSIN used when creating the Zaak in the Zaken Api | The organisation's RSIN                                                               |
| Automatically create for each case                | When enabled, a zaak is created automatically whenever a case of this type is started |
| {% endstep %}                                     |                                                                                       |

{% step %}
Click **Save**
{% endstep %}
{% endstepper %}

Click **Delete** on the tile to remove the link. This takes effect immediately, without a confirmation step.

### Configuring zaak detail synchronisation

{% stepper %}
{% step %}
On the **Zaak detail synchronisation** tile, click **Configure case detail synchronisation**
{% endstep %}

{% step %}
Select an **Object management configuration** and enable synchronisation:

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-de13f4b464d407c5be90b5e97d63d096fabee4f4%2F03-case-detail-sync-modal.png?alt=media" alt=""><figcaption><p>Case detail synchronisation modal</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Create**
{% endstep %}
{% endstepper %}

Once configured, use **Edit** or **Delete** on the tile to change or remove the synchronisation.

### Configuring zaak synchronisation

{% stepper %}
{% step %}
On the **Zaak synchronisation** tile, click **Configure zaak synchronisation**
{% endstep %}

{% step %}
Configure which case data synchronizes to the zaak:

| Property                       | Description                                                      |
| ------------------------------ | ---------------------------------------------------------------- |
| Sync case assignee as ZaakRol  | Toggle, plus the Roltype URL to use when creating the role       |
| Sync case notes as ZaakNotitie | Toggle, plus the ZaakNotitie subject to use when creating a note |
| {% endstep %}                  |                                                                  |

{% step %}
Click **Create**
{% endstep %}
{% endstepper %}

### Documenten API version

The **Documenten API** tile shows the version of the Documenten API plugin detected for the case, based on the process linked for file uploads (see [Link upload process to case](/configuration-guides/cases/general.md#link-upload-process-to-case)). This tile is read-only. If no version is detected, or multiple conflicting versions are detected, a warning explains what needs to be configured.