FAQ's/General CaseWeb Queries

Regional Users Changing Region
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - REGION...
Wed, 9 Apr, 2025 at 9:11 AM
Drafting Notes in Documents, Notes & Emails (AutoSave)
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link -  DRAFT...
Wed, 9 Apr, 2025 at 9:20 AM
Changes in Branch CaseWeb Users
As per the Branch Agreement / Training Plan, which is signed and returned to the CaseWeb Team prior to any training taking place, Branch Secretaries ...
Fri, 25 Apr, 2025 at 9:03 AM
Voice/Video Recordings in CaseWeb
You can upload a voice recording but when you click on it in CaseWeb it will tell you that the file has not been found, however if when you receive th...
Fri, 22 Aug, 2025 at 3:36 PM
Regional User Receiving Invalid Email Message
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - REGION...
Wed, 16 Jul, 2025 at 1:45 PM
Case Form for Non-CaseWeb Branches
Branches can access a link to complete a CaseForm if they are non CaseWeb branches.   THIS SHOULD NOT BE PASSED TO THE MEMBERS BEING REPRESENT...
Wed, 23 Jul, 2025 at 10:42 AM
Regional Case Creation Issues
Should a Regional user be unable to locate the Create Case button in the Cases Section, they need to select the Branch the member belongs to first.  O...
Thu, 7 Aug, 2025 at 11:01 AM
Screenshot Issues Uploaded to CaseWeb
Link to the Sharepoint Document should be used for up to date information - click on the link and use first icon on the left to open the link - SCREEN...
Thu, 14 Aug, 2025 at 10:14 AM
Merging Cases
If more than one case has been opened in error for the same member, they can be merged but these needs to be done by MaxWeb.  The CaseWeb reference numbe...
Fri, 22 Aug, 2025 at 3:41 PM
Deleted Items that need to be recovered
Should a Branch contact us to request documents/emails be deleted from a case that have been uploaded in error then they come back to advise they no l...
Tue, 9 Sep, 2025 at 2:14 PM