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Document Confirmation
Updated over 7 months ago

Once either the Case Notes or Documents have been selected to transfer, the New Secure Transfer window will open with a table clarifying the documents to be included in the transfer:

Should you wish to add further documents to the transfer, click +Add at the top of the table, which will allow you to select additional documentation from the case:

To remove a document from the transfer, select the document in the table (so it the row is highlighted blue), and click the Remove button at the top of the table:

To confirm the selection and proceed with the transfer select Next at the bottom of the window.

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