About Close Case

Close Case is used to mark a case closed or file to be closed. A set of actions related to closing the case will be automatically performed. If the case is already closed, the button will be greyed out.

1. Select Close.
   

   Open

   

    

2. Select a Close Reason. See https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077169/Picklist+Maintenance#Case-Close-Buttonfor additional information.

3. Depending on the selection made in Step 2, the Letters, Emails, and/or Comments section will populate. That list consists of every non-archived document template whose name contains the text in the Document keywords column of the selected reason in the Case Close Reasons picklist.

4. Make the appropriate selections in the Letters and/or Emails sections.
   Generally, this is used to generate the reject letter that accompanies the case closure.

5. If applicable, edit the Comments.

6. Select from the File to be Closed and Closed radio buttons.

7. If applicable, place a checkmark in the Remember status selection checkbox.
   
   

Related Pages

https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077169/Picklist+Maintenance#Case-Close-Button