How do I view all the cases in my company?

This article will guide you through how to view all the cases you and your colleagues are working on.

• When you first log in to the Exizent platform, you will be taken to Your overview 
• From here you can click the menu on the top right and choose Company overview 

• This overview will show you everything you and your team are working on with the case owner's name at the end of each case
• Filter by Closed to see completed work
• Filter by Open to view cases that are still being worked on 
• Filter by Archived if you need to check on any cases deemed no longer relevant 
• You can also use the Search function to search for Executor Name, Name of Deceased or Company Case ID

• Check the Last Opened column to ensure cases are being attended to. You can also sort this column from oldest to newest and vice versa