The case tabs

When you open a case, everything about the real person behind it lives in a set of tabs. Here's what each one is for.

Overview

The at-a-glance summary: the person's name, their organization, the current step, when the case opened, and your notes. You'll also see a quick peek at signed documents and recent attachments, plus any documents the current step still needs. Select Edit case to update the details.

Contact

Your record of every time you reached out — a call, a text, an email — and how it went. Add the people connected to this case here too (a parent or guardian, for example), so you always know who to talk to.

Attachments

A safe place to keep files with the case. Drag a file in or select to upload — PDFs, images, Office documents, and more (up to 50 MB each). Everything you upload is listed here to download later.

E-Sign

Send consent forms and agreements for signature, and track where each one stands. This is the heart of E-Sign — you can email a document out or sign it in the office.

Appointments

The visits booked for this case, upcoming and past. Add an appointment, and mark it complete, no-show, or cancelled as things happen. A small dot appears on the tab when a visit is coming up within a day.

Timeline

A complete, automatic history of the case — every status change, contact attempt, appointment, and document, in order. When you need to know "what happened and when," it's all here.

Some tabs depend on your role

If your role is view-only, you'll see the case but won't see the editing tools (and the E-Sign tab is hidden). That's expected — see Roles and permissions.