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  1. CASEpeer
  2. CASE
  3. Managing a Case

Managing a Case

  • Create New Linked Case
  • Delete a Case
  • Add a Case Task
  • Add a Case to the High Value Cases Report
  • Add a New Case
  • Add a New Case to an Existing Client
  • Add a Note in CASEpeer
  • 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
  • Link a Case With an Existing Case
  • List of Case Statuses
  • Mark a Case as a Lead Case
  • Mark a Case as Rejected
  • Move a Case From Intake to Signing
  • Password Protect a Case
  • Print a Case
  • Remove Password Protect on a Case
  • Request a Case Grade for Approval
  • Reset a Case Password
  • Retain a Case
  • Select a Category on a Case Note
  • Set a Case Grade
  • Unlink a Case
  • Update Case Index Information
  • Update Critical Case Note
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