How To: Split a Case

Objective: The purpose of this document is to guide an Admin or Publisher through the process of splitting a Case. When a Case is split, the transactions can progress separately on their own workflows without cancelling and/or recreating paperwork.

You may want to split a Case due to…

• Delays in gathering required information for one out of several accounts that are otherwise ready to complete

• Adult children now requesting to handle their finances individually

• Separation/Divorce

Intended Audience: Publishers or Company Administrators of Agreement Express

Precondition: To use Case Splitting, your Signing Documents need to be generated and past the Landing Page phase where applicable. Depending on your company’s configuration Case Splitting may be available only in Draft.

Instructions

1. Open your Case in the signing viewer.

   1. If your company restricts Case Splitting to Draft, rewind the Case to Draft prior to step 2.

2. Click on the three dot menu in the top right

3. Select Split Case

   

4. A dialog will appear with a list of the transactions in the Case

5. Select which transactions in the Case to split

   

6. Upon selecting the transactions, the Confirm button will activate. Click Confirm to proceed.

7. Upon clicking Confirm, a new case will now be created with the selected transactions.

   • Your window will refresh with the remaining transactions in the current Case and a separate new window will open with the new Case.

   • If your Case is in Active/Sent, Signers will be notified with new links to access their respective Cases and continue the signing process.