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Add a File Number to a Case
Add a File Number to a Case
Updated over 6 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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