How to change a case's size

Here’s how to quickly and easily change case sizes.

1. Navigate to the ‘Settings’ view

• Open the case whose plan you wish to change and go to the ‘Sharing’ view by clicking on the button in the left pane

2. Click on the Change Case Plan tab

Add a payment method if needed

• If GoldFynch informs you that you don’t have a payment method set up (as in the above image) click on the Setup a Payment Method button
• Click on the Add a payment method button

• Enter your credit card details
• Click on the Save payment method button

• Return to the Change Case Plan tab

3. Choose a plan

• Click on the case plan you wish to change to from the list

• Click on the Change Plan button

Click here to find out about the other ways of setting up payment methods