Case Details
Case Details Frame. The Case Reference is where you enter your reference for the matter, it can be edited at any time. Once the Workflow is active a W...
Wed, 13 May, 2020 at 4:35 PM
You can add up to four Personal Representatives. You will need to create them as contacts first. You can do this from the Personal Representatives Details p...
Thu, 15 Jul, 2021 at 4:54 PM
This is page shows all of the contacts that are associated with the case. They are in three sections. Firstly the contacts who are linked to the case genera...
Thu, 15 Jul, 2021 at 5:05 PM
This page lists all the activity that has taken place on the case since it was created. Any letters or documents that were produced by the sys...
Thu, 15 Jul, 2021 at 5:07 PM
This page shows all the documents that have been created by the system for this case. You can also upload any document here. There are two met...
Thu, 15 Jul, 2021 at 7:48 PM