This article applies to forwarders Close Case Using Action Buttons
Step 1: Open a case that you are going to close then click on the Close Case button
Step 2: Fill out the form then click Close Account
Case status will then show as Closed
Close Case Using Options Button
Step 1: We can also close the case by clicking on Add Updates from the Options tab in the top right corner of the case
Step 2: Fill out the form and select Account Close from Type dropdown
Step 3; Click Save Public so the information flows back to the lender
