About Finishing the Intake Process and Generating the Case

The Generate tab is used to create the new case after the case information has been entered. There are three options to generate a new case: REJECT, REVIEW, and RETAIN.

Reject Case

1. Enter the required information in the previous tabs. Select the REJECT tab.

2. Select a Reason from the dropdown menu.

3. If applicable, place a checkmark in the Generate Document checkbox.

4. Select a template from the dropdown menu.

5. If applicable, place a checkmark in the Review before Sending checkbox.

6. If applicable, place a checkmark in the Send Email checkbox.

7. Select a template from the dropdown menu.

8. If applicable, place a checkmark in the Review before Sending checkbox.

9. If applicable, place a checkmark in the Send Text checkbox.

10. Select a template from the dropdown menu.

11. If applicable, place a checkmark in the Review before Sending checkbox.

12. Select GENERATE & REJECT.
    A new case number will be assigned, but the case will automatically be marked Closed.
    
    

    Open

    

Review Case

1. Enter the required information in the previous tabs. The REVIEW tab will be selected by default.

2. Select GENERATE & REVIEW.
   A new case number will be assigned and you will be redirected to the Case Summary page for the new case.
   
   

   Open

   

Retain Case

1. Enter the required information in the previous tabs. Select the RETAIN tab.

2. Select either the Doc/Mail or eSign/Doc radio button.

3. If you selected the Doc/Mail option, select a template.

4. If applicable, place a checkmark in the Review Before Generating checkbox.
   
   

5. If you selected the eSign/Doc option, select the eSign template.

6. If applicable, place a checkmark in the phone and/or Email checkbox.
   
   

7. Select GENERATE & RETAIN.
   A new case number will be assigned and you will be redirected to the Case Summary page for the new case.
   
   

Related Pages

Case Summary Page