Open with a Document Requirement

Overview

Why is this a good example?

Step 1: Open the Charged More than Once claim you’ve created

Use the Search bar to locate the Charge More than Once claim by entering the claim ID

Step 2: Place a note on the claim

1. Access the Notes hub in the Case Tools section

2. Enter the following in the Subject line:
   Pended Dispute <last 4 digits of dispute ID>

3. Enter the following in the Note box:
   Waiting for accountholder to provide required documents, will follow-up on 11/25/23

4. Update the visibility to Contact Center

5. Click the Add button

6. The note has been added to the claim