Assigning a Case to a Branch Office


Looking to assign a case to specific branch office? It's as easy as making other changes to your case details. Start by finding the case in your list of cases and opening the Case Details tab. Here's how to get started:

 

 

 

1.  Navigate to Cases > Browse Cases.
2. Find and open your case

*If you're creating a new case, you can also edit options in the Case Details tab.

3. From the Case Details tab, click Edit in the upper right-hand corner of Case Info.

 
 
 
  1. Find the Office option and select the desired Branch Office Location from the drop-down menu.
  2. Click Save.
 
 
 
That's how easy it is! If you need to add a new branch office to your firm, you'll need an administrator to make those changes in your firm's Systemwide Settings.
 

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Adding & Editing firm branch offices
Checking your user / firm administrator status
Changing case details