Managing a Case
30 articles
- Mark a Case as a Lead Case
- Request a Case Grade for Approval
- Set a Case Grade
- Reset a Case Password
- Remove Password Protect on a Case
- Password Protect a Case
- Add a Case to the High Value Cases Report
- Unlink a Case
- Add or Edit a File Location on a Case
- Add a Case Task
- Add a New Case
- Add a Note in 8am CasePeer
- Add a New Case to an Existing Client
- Change a Case Status
- Close a Case
- Create New Linked Case
- Delete 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
- Move a Case From Intake to Signing
- Print a Case
- Mark a Case as Rejected
- Retain a Case
- Update Case Index Information
- Update Critical Case Note
- Select a Category on a Case Note