Giving a case a legal status.

This guide, will walk you through the process of indicating a legal case's status within FinView. By following these instructions, you can efficiently track and update the legal process of a case.

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1. Select your case.

To get started, select the case you want to open.

2. Navigate to the case status box.

When you are in the case, navigate to the case status box.

3. Click here

To give the case the legal indicator, select the check box, as highlighted.

4. The case is now in legal.

FinView will now place the case into a legal status. This will be highlighted in your activities window (check our guide on how to find case activities - link)

This guide covered the steps to access, view, and update the legal status. By following these instructions, you can effectively indicate the progress of a legal case within the platform.

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