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  1. Select exactly one Case Type in the Case Type tab.

  2. The user-defined questions will be displayed under the corresponding radio buttons.
    (info) Each question will be followed by its respective inputs (for example, text fields, a set of checkbox options, etc.), and there will also be an additional checkbox marked Unanswered after the set of inputs.

  3. Select from the Incident, Case, Plaintiff, Defendant, Court, Expert, PFS, or Other radio buttons.

  4. Answer the questions.
    (info) If you select or fill in the input for a question, the search results will only include cases where the answer matches your input.

  5. Otherwise, mark the question Unanswered.
    (info) If you check the Unanswered box for a question, the search results will only include cases where that question was unanswered.

  6. If applicable, enter additional information in other Criteria Tabs.

  7. Select SEARCH CASES.

    image-20240322-180948.png

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https://smartadvocate.atlassian.net/wiki/pages/resumedraft.action?draftId=2175467549&draftShareId=e1323202-e6ba-41b5-90cc-723fcfd4217c

How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

Column Reference - Case Browse