End Here: Case Follow-Up

File upload function

Name

The Name field can be edited prior to attaching the document to the case. The Name field cannot be the same as another file on the case. 

Category

Accountholder: These are documents provided by the accountholder that aren't required but support their case

Association: These are documents involved in the recovery process

Internal: These are documents used in the internal investigation that we don't want to share with the accountholder

Supporting Documentation: These are required documents such as a WSUD or Statement of Dispute

Visibility

Fulfillment: Only back-office users can view the file

Contact Center: Back-office users and intake users can view the file

Member: The accountholder, back-office users, and intake users can view the file