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How do I restore a client to a case?
How do I restore a client to a case?
Updated over 4 months ago

This step-by-step guide will assist you in the process of restoring a removed client back onto a case.

To restore a client back onto a case, follow these steps:

1. Open the case to which you want to add the client.

2. Look for the 'Add Applicant' button and click on it.

3. Fill in the exact same details for the applicant that you wish to restore. This includes their first name, surname, and email address.

By following these steps, you will be able to successfully restore the client back onto the case.

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