Set defaults for the roles performed by users assigned to a client file.
Click on an area in the screen shot below to view its description
Allows the following:
For information on applying roles or role sets to a specific document, see Roles tab - Document Properties.
The number of sign off roles for the file. A maximum of eight can be assigned.
Label - the custom title for the user in each role.
Requires - which roles need to be completed prior to the sign off of a specific role.
Color - the role color displayed in automatic documents.
Notes
Selecting multiple roles on the Requires drop-down menu requires all previous roles be signed off.
Example: To sign off Role 3, Role 1 and Role 2 must be signed off.
Selecting Any of the following and multiple roles on the Requires drop-down menu requires some of the previous roles be signed off.
Example: To sign off Role 3, either Role 1 or Role 2 must be signed off.
Flag changes after sign offs - flags all changes to a document after the specified role(s) sign off.
Make read only after sign offs - makes CaseView documents read-only after the specified role(s) sign off.
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