Adding a Collateral

  1. Locate the case for which you are wanting to add a new collateral. Click the Referral ID.
AVA "My Referrals" view. A referral list is visible with a referral ID highlighted.
  1. Select the Collateral tab.
Collaterals tab. The "Collaterals" tab is highlighted.
  1. After clicking into the Collaterals tab, click New.
Collaterals tab. The "New" button is highlighted.
  1. After clicking into a new collateral, enter the new collateral’s name in the search tab to see if that collateral is already in the system.  If so, you can add it from there. If not, click + New Contact.
New collateral form view. "+ New Contact" is highlighted.
  1. A popup will appear. Click Next.
New contact form select. Next button is highlighted.
  1. Enter the information you have on the new collateral. Scroll down the ENTIRE page and fill out all the information for the new collateral. Then click Save.
New collateral form - several fields and the save button are highlighted.
  1. Once you click Save, the New Collateral information page will open. Fill out the information and click Save.
New collateral form - several fields and the save button are highlighted.
  1. The new collateral has been added to the case.
New collateral details view.
  1. You can click back into the case and see that your new collateral has been added.

If you have multiple collaterals to add, don’t forget to complete this process for each new collateral.

Collateral tab view with a collateral highlighted.
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