Guardian / Conservatorship

A simple workflow to allow you to manage Guardian/Conservatorship matters.

This is a basic workflow to allow you to manage Guardianship/Conservatorship matters. It consists of a simple set of steps, a custom list, and a few custom data elements to record the court dates and the docket number.

This is not intended to be a complete workflow and simply serves as a basic starting point. Feel free to adapt this to match your requirements.


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Author: ActionstepContact UsInstall