Select or create a category name for selected clients:
Case names are useful for retrieving or processing related clients as a group.
Assign User Group
Select the user group to assign to selected clients:
Import Case
Select the WinFlex case file to import:
Send Clients
Select clients to send in the client list by checking the checkbox in the first
column.
Clients can either be copied directly to another user's client list or sent via
email.
Username or email:
Case:
eApply
In order to ensure that the eApply process receives current data, you will be taken
to the Edit Page and the selected case will be re-run automatically. After successful
completion, you may select the appropriate eApply option.
Note: Any calculation errors will have to be addressed before continuing the eApply
process.
Click OK to continue to the Edit Page or Cancel to remain in the Client Manager.
Info
You currently have NO clients selected for editing.
Select clients to edit in the client list by checking the checkbox in the first
column.
Click OK to continue to the Edit Page or Cancel to remain in the Client Manager.
Session Timeout Warning
Your session is about to expire due to inactivity.
Press RENEW to renew your session and continue working.
