Case Attributes

Learn which attributes and statuses are available for cases in Trustform.

Overview

In TrustForm, cases are structured requests created by compliance managers to collect missing information or documents from clients.

A case allows the manager to specify what data or files are required and set a response deadline. Once created, the request is automatically sent to the client by email, and the client can respond directly through their TrustForm Client Area.

Each case has its own status reflecting progress – from creation to completion – and all active and closed cases are displayed in the Cases tab within the account.

Case Fields

Request Type – defines the type of data requested.

Status – shows the current state of the case:

• Draft – a new case has been created but not sent yet

• Sent – the case has been sent to the recipient

• Viewed – the case has been viewed by the recipient

• Updated – the recipient has responded to the request

• Closed – the case has been resolved and closed

• Revoked – the case has been withdrawn before the recipient responded

Author – the Trustform user who created the request.

Date Sent – the date when the case was sent to the recipient.

Due Date – the expected deadline for receiving a response (optional field).