Generating Payoff Documents

Users can store payoff templates and generate these documents according to the type of payoff they would like to use for the case. This feature will save time and prevent unnecessary errors by automatically creating payoff documents with the information already entered into Justice Bolt.

What are the steps to use this feature?

1. Open the case to generate a payoff.
2. In the top right corner of the case page, click Case Action. A drop-down menu will appear, giving the option to either download or email the payoff document.
   
3. Click Download Payoff in the drop-down menu to save the document in the local drive. The Payoff Date is automatically set to today's date. However, users can set it to a different date when this pop-up appears.
   
   
4. Once the correct template is chosen and the date is verified, click Download. The document will save on your computer. Please note that it will be downloaded as a Doc file.
5. If Email is clicked instead of Download, a similar pop-up will appear. It will generate the payoff document and the system will lead to the page where the document can be shared via email. Please note that the document can only be shared with saved contacts in the software (i.e. tracking contact on the case).
   
6. Once a contact is selected, click Send Documents.