Checklist

The Checklist tab will only be seen if the case type is Probate. It displays a list of mandatory or optional documents based on the Nature of Probate.

 

The Checklist tab shows the Version, Status, Status Date and Court Instructions/Comments of the documents attached to the case. It also shows the different Actions that can be done to the documents.

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Checklist Tab

 

The user can perform the following actions in the Checklist tab of a Probate case file:

 

Next: Viewing Documents