Objective: The purpose of this document is to guide an Admin or Publisher through the process of Case Merge. When a client requested an additional account to be added to their Case and an advisor would like to include it together for signing.
- Once two cases have been merged, the transactions for each case will be merged into one single case
- When the Case is sent to a signer and opened, only one link is required to access all transactions
- Audit Logs are created automatically when a Case has been Merged
- All transactions must be in DRAFT with signing documents created
- Bug fix preventing the screen from refreshing after a Case Merge has been completed
- Verbiage update in the confirmation dialog for clarity
- Case Merge button hidden for companies not included in the beta
Audience: All Admins, Publishers
Automatically Available? Not automatically available. If you would like this feature enabled for your instance, reach out to Support.
Instruction:
1. Open your Case in the signing viewer.
2. Click on the three dot menu in the top right
3. Select Case Merge
4. A dialog will appear asking for the CASE ID to merge
5. Click the Merge button
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