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All CollectionsCASE Settlement Tab
Edit a Settlement Offer
Edit a Settlement Offer
Updated over a week ago

How to change the date, amount, or add a note on an offer.

  • Navigate to the Settlement Tab.

  • Scroll down to the Settlement Proceeds section.

  • Locate the offer you want to edit and select the dropdown arrow at the end of the offer row.

  • Select Edit Offer Details.

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  • A pop-up window will appear.

  • Update the offer information.

  • Click Save.

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  • The updated offer will appear under the corresponding demand.

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