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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Note from the dropdown menu.
Follow the instructions for Add Note
Add Staff
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Staff from the dropdown menu.
Select from the Team and Individual radio buttons.
If Team is selected, select the Team Name from the dropdown menu.
If applicable, place a checkmark in the Remove Staff in Matching Roles checkbox.
If Individual is selected, select the Staff from the dropdown menu.
If applicable, select the Role from the dropdown menu.
Enter any relevant Comments.
Select ADD STAFF to add staff.
Otherwise, select CANCEL to return to the previous screen.
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Send for eSignature from the dropdown menu.
Follow the instructions for Mass eSignature.
Show On Map
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Show on Map from the dropdown menu.
The map will appear.
The red pins correlate to the primary address of the primary plaintiff in the cases listed.Select a pin. The case number, case name, date case opened, primary plaintiff’s name, case status, case type, referral source, and county, state, and zip code of the primary plaintiff’s primary address will be displayed.
Narrow the results further by:
Select the Referral Source(s) from the dropdown menu.
Select the Case Type(s) from the dropdown menu.
If applicable, place a checkmark in the Show Only Retained Cases checkbox.
Select the Plaintiff County(s) Filter from the dropdown menu.
Select the Zip CodeCounty(s) from the dropdown menu.
Select the Case TypeZip Code(s) from the dropdown menu.
If applicable, place a checkmark in the Show Only Open Cases checkbox.
Select the Case State(s) from the dropdown menu.
Select the Case Group(s) from the dropdown menu.
Select the Office(s) from the dropdown menu.
Enter the Cases Open From date range.
Select from the SAVE FILTER, CLEAR FILTERS, or APPLY FILTERS.
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Related Pages
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