Guidance on how to easily locate a case on the Exizent platform.
💁 Company overview displays all cases you and your team are working on
💁 Your overview displays cases only you are working on
- You can find Your overview by clicking the menu icon in the top right
Use the filter or search options to find the case you want to work on:
- You can search by Name of Deceased, Executor Name, Company Case ID
- You can also filter by Status of case
- Open your case by clicking on any of the fields