Finish, suspend or reject a file

A file in progress ends in one of three ways: it is finished, suspended for a while, or rejected by the court. Each asks for its reason, from the lists in Executions/Configuration.

Before you start

• You need the User: Own Documents level or higher on Executions.
• The file is In Progress: the three actions appear only then.

Suspend a file

1. Open the file and click Actions › Suspend.
2. Choose the Suspend Reason and click Suspend.

The file becomes Suspended, with its reason and date in the Suspend tab. Each lawyer of the file gets a to-do to resume it, due after the number of days set in the execution settings (30 by default).

To resume the file, click Actions › In Progress.

Finish a file

1. Click Actions › Finish.
2. Choose the Finish Reason, such as Full Payment or Settlement Reached, and click Finish.

The file becomes Finished, with its reason and date in the Finish tab.

Reject a file

Actions › Reject records that the court refused the request: choose the Reject Reason, such as Incomplete Documents or Lack of Jurisdiction, and click Reject. The file becomes Rejected.

FAQ

Suspend says that a lawyer has no related user.

Suspending gives each lawyer of the file a to-do, so each lawyer needs a user. Give the lawyer a work e-mail in the lawyers directory, which creates the user, or remove the lawyer from the file. The firm can also turn off Re-execution Activity in Executions/Configuration/Settings.

Does the client hear about the new state?

When State Change Emails is on in the execution settings, the clients of the file who have an e-mail address receive the template chosen for the new state.