To get to the Scan Interface to upload a document, hover over a document and right click to open the Menu. Select Properties to view and edit the document’s properties.
For Digital Documents That Were Not Generated from CaseWorks, in the APN on the CaseWorks Home page, enter a valid Case Number or the client’s Name and select Scan on the drop-down menu.
Click on the green check mark after you have selected the correct document type.
Once on the Scanner Interface, click the folder icon in the upper right-hand corner of the page to continue Uploading documents from your Desktop or Folder.
In the pop-up window, navigate to the desktop or the folder, selecting the document(s) that needs uploaded in CaseWorks.
Select Open after selecting the document. If you are adding to an existing document, then you will see a pop-up window asking, “Add to Existing Document?” Select Add and you will see each page of the document that was just added in the window.
Continue to split large PDF if necessary. Please review Splitting Documents in this section - link when added.