What is the first step in creating a case file within the system?

What is the first step in creating a case file within the system?

• A. Open new case
• B. Enter demographics
• C. Go to the "docs" section
• D. Upload case files

Answer: (C)

Starting point is the docs area because the case file is built around the documents you will attach and organize. Going there first lets you review required forms, prepare and arrange attachments, and verify what needs to be uploaded. With the documents in place, you can then enter demographics and upload the actual case files, since those steps rely on an existing document set linked to the case. This order helps ensure all necessary materials are accounted for and properly connected from the start.

Starting point is the docs area because the case file is built around the documents you will attach and organize. Going there first lets you review required forms, prepare and arrange attachments, and verify what needs to be uploaded. With the documents in place, you can then enter demographics and upload the actual case files, since those steps rely on an existing document set linked to the case. This order helps ensure all necessary materials are accounted for and properly connected from the start.