NextChapter App

How to add or edit your case status in NextChapter

Case Status

Form Preview Helper

This article explains how to access the Comments sidebar, add a new comment, and view existing comment history.

Form Preview Helper - Comments

An overview of the two ways to collect client information for a new case in NextChapter.

Debtor Questionnaire

How to use default creditor addresses to override credit reports

Overriding Creditor Addresses

How to Start a Business / Non-Individual Case

When you're previewing a form before filing, you may notice a pencil icon next to certain line numbers. This lets you edit that information directly from the preview section.

Manually Editing Information on Your Forms

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Lindsey Tomko

Kelly Oldiges

Case Basics

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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