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How to add a new protection case
How to add a new protection case
Updated over 4 months ago

To add a protection case, please follow the steps below:

1. Begin by accessing an existing client case from the Cases page.

2. Once you have opened the client case, scroll down on the left-hand menu until you find the option for Protection. Click on it.
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3. Within the Protection section, you will find a tab for Protection Policies. Click on it.
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4. On the Protection Policies page, you will see an option to Add new Protection. Click on this to proceed.

5. By selecting Add new Protection, a new protection case will be created. This new case will have its own unique case ID, a separate summary screen, a document store, and a section for notes and tasks. Following these steps will allow you to easily access and navigate the protection page for the specific client case you are working on.

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