Legal Screen
Description
Search Function
Search Bar
Allows users to search by:
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Contract number
Filter Options
Legal cases can be filtered by the following statuses:
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Pending – When the collection team adds a contract that requires legal action in the Special Cases screen, it is initially listed with the Pending status.
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Approved – After the legal team approves the special case, it is listed under the Approved status.
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Closed – After the legal team dismisses or closes the special case, it is listed under the Closed status.
How to Use
View a Case
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Open the Legal tab
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Browse or search cases
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Tap a case to view details
Legal Details Screen
The Legal Details Screen shows detailed information about a selected legal case and allows staff to take actions.
Legal Details Section
Displays key information about the legal screen.
Actions
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Before taking legal action, the legal team must confirm the contract that requires legal action.
For that need to submit this legal action form.
- If the legal status is Approved by Legal, the status will be changed to Approved
- If the legal status is Dismissed by Legal, the status will be changed to Close
How to Use
View Details
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Select a case from the list
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Review all details
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