Attaching New Documents

To attach a new document:

  1. Click the Attach New link of a document that will be attached to the Checklist tab of the case file.  The Step 1: Case Information Page will be displayed.

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Step 1: Case Information Page - Attaching Documents

 

  1. Click Next.  The Step 2: Form Page will be displayed.

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Step 2: Form Page

 

  1. Click the Upload link of the document to be attached.  The Upload Document window will be displayed.

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Upload Document Window

 

  1. Click Browse to locate the document and then click Upload.  A confirmation pop-up message will be displayed.

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Confirmation Pop-Up Message

 

  1. Click OK.  The document has been uploaded.  The upload details will be displayed under the Status column.

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Step 2: Form Page - Uploaded Document

 

  1. Click Next.  The Step 3: Admin Details Page will be displayed.

 

Make the necessary changes in the Step 3: Admin Details Page, if there are any.

 

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Refer to Step 3: Admin Details for more details.

 

  1. Click Next.  The Step 4: Submission Page will be displayed.

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Step 4: Submission Page

 

  1. Click Save.  A confirmation message will be displayed stating that the document has been saved successfully.

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Saved Document - Confirmation Message

 

  1. Click Go to Probate Checklist.  The attached document is now ready for sending.  The user must send the document through the Checklist tab.

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Checklist Tab - Attached Document is Ready for Sending

 

Next: Amending Documents