CaseWorks can receive emails with multiple attachments and automatically add those documents to a DocBox. The documents will be routed to a DocBox based on the Case Number or the name of the worker.
Prepare documents to be emailed into CaseWorks (If all the files are in an email that was sent previously, skip the following steps.)
- Save files to an easy to access location (recommended: create a folder called "CaseWorks" in the "Documents" folder).
- NOTE: the documents should be saved in a PDF format.
- For web pages or files that are not saved as PDF files in the "Documents" folder or the desktop, select File > Print.
- Select Save to PDF.
Select the location to save the document to (Example: the folder titled "CaseWorks").
Use Outlook to email multiple documents
- Create a new email in Outlook (Or select Forward in the email containing the documents to be sent into CaseWorks).
- In Outlook, enter in the correct email in the "To" field. If you are unsure of what your county’s email address is, please ask your supervisor. Here is a sample email address: 11.fseyourcounty.docs@route.caseworkscmn.org.
Select the location where to send the documents in CaseWorks
- CaseWorks will automatically route the documents to the correct DocBox based on Case Number. Simply type the number in the "Subject" line of the email.
- To route a document to a specific worker that is not the primary worker on the case, skip step A and enter in the First Name and Last Initial of the individual that should receive the documents.
- Example: to route to Fred Flintstone, type FredF in the subject line.
Add in a note for the documents (optional)
- To add a note to the documents, type an asterisk * into the body of the email then enter in the note for the documents.
Send the email.