To add more documents:
Click Add More Documents. The Add More Documents window will be displayed.
Add More Document Window
Specify if the document to be added is a Probate case-specific document or another document.
If the document to be added is a Probate case-specific document, mark the applicable Form Name checkbox.
If it is another type of document, enter the Document Name in the field provided.
Add More Documents Window - Other Document
Click Add. A confirmation message will be displayed.
Add More Documents - Confirmation Message
Click OK. The selected form will be added to the list in the Checklist tab.
Added Document - Checklist Tab
Click Attach New to upload the document and attach it to the case file.
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Refer to Attaching New Documents for the steps.
To remove the document from the list, click Remove From List. |
