The Intake section logs information about the deceased, settlor, or grantor (depending on the type of file you've opened.) It is also where general details about the file's circumstances can be tracked.
The Intake is specific to the jurisdiction you are filing in.
To complete the Intake:
Click on the "Intake" module in the left-side menu.
Complete the fields in the Intake, and ensure you've filled in any required fields (denoted by a red asterisk.)
To save your input, click "Save" in the bottom-right corner.
Once you hit "Save", you should see a loading icon on the screen, and then a note on the bottom-left with the last updated date/time.
If the Intake screen displays a field with a red outline, this indicates you are missing required input. Simply complete the required fields and click "Save" again.