Main Case Display

Location:  Home

General

Upon login, the Main Case Display is the landing page which defaults to the most recently accessed case in the account.

Main Case Display

Switching Cases

To change to a different case, click Switch Case.  If a case is not available for selection, please contact the administrator of the account to confirm case access rights. Select the case from the list to automatically go to the Main Case Display page for that case. 

Edit Case Details

Click the pencil icon to edit the Case Details. 

Acceessing Case Documents

To access the documents in the case, click "Browse." Alternatively, click the vertical ellipses next to the pencil icon and select one of the available options (options will vary based on user permissions).