Search for a Case or Client

Click ECA & Review on the Enterprise Home page to open the Review home page.

To search for a case or client, enter the case name or client name in the Search field as shown here:

Click Clear to clear the Search field

 

Case Selection video

The following video provides a basic review of the Case Selection Screen functionality. The purpose of the video is to help you to:

  • Understand how to enter a case or batch

  • Effectively read the Case Selection pop-over

  • Understand how to organize the Case Selection screen