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Add a File Number to a Case

Updated over 11 months ago

CASEpeer organizes cases by the client's name rather than file numbers, however, you can assign Case Numbers yourself or use this field for other data.

  • From any tab of a case, click 'i' on your keyboard or click on the arrow to the right of the case status and select Edit Case Index.

  • A pop-up window will appear.

  • Update the Firm File Number.

  • Click Save.

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