How to request additional trust funds?
Login -> Dashboard -> Reports -> Clients -> “Request Additional Trust Funds”
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Clients” and click on “Request Additional Trust Funds”.
A word file will be downloaded onto your downloads folder.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Clients” and click on “Request Additional Trust Funds”.
A word file will be downloaded onto your downloads folder.
Updated on: 27/03/2023
Thank you!