---
title: Creating and Managing a Case | Knowledge Base
description: Let us guide you through how to build and manage your cases
---

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1. [Knowledge Base](https://knowledge.exizent.com/)
2. [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case)

# Creating and Managing a Case

 Let us guide you through how to build and manage your cases

## Creating a Case

- [How do I create a case?](https://knowledge.exizent.com/create-case)
- [Why am I unable to create a case?](https://knowledge.exizent.com/why-am-i-unable-to-create-a-case)

## Managing your case

- [How do I view a summary of all cases in my company?](https://knowledge.exizent.com/how-do-i-view-all-the-cases-in-my-company)
- [How do I find a case I'm working on?](https://knowledge.exizent.com/locate-my-case)
- [How do I request or suggest a new feature?](https://knowledge.exizent.com/how-do-i-request-or-suggest-a-new-feature)
- [How do I close or complete a case once I've finished working on it?](https://knowledge.exizent.com/how-do-i-close-a-case)
- [How do I delete an asset or liability that I have added to my case?](https://knowledge.exizent.com/how-do-i-delete-an-asset-that-i-have-added-to-my-case)
- [How do I export my case details to an excel file?](https://knowledge.exizent.com/how-do-i-export-my-case-details-to-an-excel-file)
- [How do I edit the tax threshold on my case?](https://knowledge.exizent.com/how-do-i-edit-the-tax-threshold)
- [How do I upload documents to my case?](https://knowledge.exizent.com/how-do-i-upload-documents-to-my-case)
- [How do I delete or archive a case?](https://knowledge.exizent.com/how-do-i-delete-or-archive-a-case)

See less ▼

## Managing the people who can work on your case

- [How do I assign cases to colleagues?](https://knowledge.exizent.com/change-the-case-owner)

- [Getting Started](https://knowledge.exizent.com/getting-started#main-content)
  
  
  
  
  
    - [Getting Started](https://knowledge.exizent.com/getting-started#getting-started)
    - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started#troubleshooting-setup-issues)
    - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started#multifactor-authentication-mfa)
    - [Invoicing](https://knowledge.exizent.com/getting-started#invoicing)
- [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case)
- [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities)
- [Correspondence](https://knowledge.exizent.com/correspondence)
- [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case#main-content)
  
  
  
  
  
    - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case#creating-a-case)
    - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case#managing-your-case)
    - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case#managing-the-people-who-can-work-on-your-case)
- [Estate Accounts](https://knowledge.exizent.com/estate-accounts#main-content)
  
  
  
  
  
    - [Estate accounts output](https://knowledge.exizent.com/estate-accounts#estate-accounts-output)
    - [Income](https://knowledge.exizent.com/estate-accounts#income)
    - [Expenses](https://knowledge.exizent.com/estate-accounts#expenses)
    - [Distributions](https://knowledge.exizent.com/estate-accounts#distributions)
    - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts#estate-accounts-tabs)
- [Forms](https://knowledge.exizent.com/forms#main-content)
  
  
  
  
  
    - [Inheritance Tax Forms](https://knowledge.exizent.com/forms#inheritance-tax-forms)
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    - [Managing Forms](https://knowledge.exizent.com/forms#managing-forms)
- [Integrations](https://knowledge.exizent.com/integrations#main-content)
  
  
  
  
  
    - [Actionstep](https://knowledge.exizent.com/integrations#actionstep)
    - [Clio](https://knowledge.exizent.com/integrations#clio)
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    - [P4W](https://knowledge.exizent.com/integrations#p4w)
    - [Smokeball](https://knowledge.exizent.com/integrations#smokeball)
    - [Other systems](https://knowledge.exizent.com/integrations#other-systems)
- [User Management](https://knowledge.exizent.com/user-management#main-content)
  
  
  
  
  
    - [Account Settings & Access](https://knowledge.exizent.com/user-management#account-settings-access)
- [Valuation tools](https://knowledge.exizent.com/valuation-tools)

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