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If this case will be retained, select Review Case.

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  1. Choose between generating an eSign document or non-Esign document to manually send to the plaintiff.

  2. If choosing to manually send a document to the plaintiff, select a template to generate to send to the plaintiff.

    1. If choosing to send an eSign document to the plaintiff, select the eSign template to generate.

    2. Select the text capable phone number or email address to send the eSign document to the plaintiff.

  3. Review before sending: Checkbox; select to review the document before sending to the plaintiff.

  4. Click Generate & Retain to generate documents and open the case.

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