A case, from start to end

A case is one client's request, moving through its journey.

Steps

1. Open one from Cases, or it opens from a client's request.
2. Now shows where it is, what is due, and what waits for a sign-off.
3. Its tabs hold its documents, forms, messages and money.
4. Finish each stage when its work is done; the journey says where it goes next.

Where to go in the app

Open these from the menu on the side of the app:

• Cases

The same guide is in the app, under Help and support.