Managing a Case
- Create New Linked Case
- Delete a Case
- Add a Case Task
- Add a New Case
- Add a New Case to an Existing Client
- Add a Note
- Add or Edit a File Location on a Case
- Change a Case Status
- Close a Case
- Delete a Client
- Direct a Case Note to Someone
- Edit Case Type
- Edit or Assign Workers on a Case
- How to Add a Case to the High Value Cases Report
- Link a Case With an Existing Case
- List of Case Statuses
- Move a Case From Intake to Signing
- Password Protect a Case
- Print a Case
- Reject a Case
- Remove Password Protect on a Case
- Reset a Case Password
- Retain a Case
- Select a Category For a Case Note
- Unlink Cases
- Update Case Index Information
- Update Critical Case Note