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Assignment Tab

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This is where assignments live. Assignments that are waiting to be completed, by a user or the system, will be displayed here. Additionally, a list of previously completed actions are displayed at the bottom. The content of this tab is contextual, based on the active step in the Case Rollup. For example, if the user selects the Fees step in the Analyze stage, the tab will display any active or completed actions related to Fees. To learn more about the assignments that are generated in each of these steps, refer to the Case Lifecycle section.

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