Searching for Caseload Folders

To search for a caseload folder:

1. Select the Main Menu icon () in the upper left corner of the page and in the Caseload Folders section, select Search/Edit Caseload Folders. The Search Caseload Folders page appears.

2. Filter your search by doing any of the following:

– Tap in the Caseload Name box and type all or part of the caseload folder name.

– (Account holders and administrators only) Tap in the Examiner First Name box and type all or part of the examiner's first name.

– (Account holders and administrators only) Tap in the Examiner Last Name box and type all or part of the examiner's last name.

– (Account holders and administrators only) Tap in the E-mail Address box and type the email address of the examiner associated with the caseload folder.

3. Tap Search. A list of the caseload folders that meet the selected search criteria appears.

4. Locate the caseload folder by scrolling down the list.

See Next:

Editing Caseload Folders