Views:
  • Navigate to Related > Estate Documents on the case record.

  • Open each document record and review the attached file via SharePoint link.

  • Confirm the document is certified (check for JP or solicitor stamp).

  • Update the following fields:

    • Certification Status = Certified

    • Certified By = Name of certifier

    • Document Status = Validated

  • Repeat for all required documents in the checklist.