How to Create a Suit

Modified on Tue, 28 Jun 2022 at 04:05 PM



1. Click CREATE SUIT button. Enter details for a new Suit. Note: A Filed date must be set on a suit  to deem it ‘active’.



2. Enter Suit number. Click ADD DATE button 


3. Select Type of Suit and Date. Click ADD DATE again for additional Types and Dates. To remove a Date, click the X button. 

4. Click ADD ACCOUNT if there is more than one account in the Suit.  To remove an account, click the X button.  Click SAVE button when done Note: The Suits that have been created are now in a list. To modify list click the EDIT button.

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