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- | The Name Search form is used to accept assignments or to save a new case. After clicking the & | + | Welcome |
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- | Enter as much client information as desired in the Name Search form and click the magnifying glass on the far right of the form. This will search the firm& | + | |
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- | If the name search returns a & | + | |
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- | If the client found using the Name Search is the same client as in the current assignment, click the green file cabinet with a plus sign to save the assignment as a new case for that client. | + | |
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- | If the Name Search finds no matches, | + | |
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