Information request

In this section, you can find information on managing Information Requests: Creating a New Case, Tracking Case Progress, Revoking the Request, Resolving and Closing Cases, Managing Cases

Creating a New Case

1. Log in to your TrustForm account.

2. Navigate to the profile of a Client you'd like to create a case for.

3. Navigate to the "Cases" section by clicking Cases tab in the profile dashboard.

4. Click on "Create case."

5. Select "Information request" as the case type, and provide the Client's email address that you want to send the request to.

6. Fill in the case details, including:

   • Description of the information requested

   • Due date

7. Set the priority level (e.g., high, medium, low).

8. Click "Save changes" to come back to the case at a later moment. The case will be saved as a draft.

9. Click "Send request" to send the request to the client.

10. The client will be notified via email of a new information request received.

Tracking Case Progress

1. Navigate to the profile of a Client you'd like to review cases for.

2. Use the search and filter options to locate specific cases based on criteria such as case ID, client name, or case author.

3. Click on a case to view detailed information and status updates.

Revoking the Request

If your request is no longer relevant, you can revoke it.

1. Open the case details page.

2. Use the "Revoke request" button in the top right corner if you'd like the rewuest to be revoked.

3. The client will be notified via email of the request being revoked.

4. If they follow the link to view the case, they will not b able to provide any information and the message will be displayed that the case is now revoked.

Resolving and Closing Cases

1. Once the client has responded, the case status is automatically changed to "Updated."

2. Ypu can review the informaiton and click "Close case" to mark the case as closed.

3. Closed cases are archived but can be accessed for future reference if needed.

Managing Cases

1. Use the "Cases" dashboard in the Client profile to monitor and manage all cases.

2. Regularly review open cases to ensure timely resolution.