This is quick reference of what each property represents in the Document Preview (FKA Scan Interface).
- Title – The DocType of the document.
- DocType – The DocType of the document. This matches the DocType selected when scanning.
- Taxonomy – Taxonomy associated with the DocType in the Form ID Taxonomy List.
- DocBox – DocBox associated with this document. If the document has not been filed to EFC, the document is available in this user’s DocBox.
- Document Owner(s) – Generally, this is the User who scanned the document.
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Case Number – Maxis, Integrated Case, PRISM, Workgroup, WF1CaseID, or Vendor #, depending on your CaseWorks Edition.
- Note: Auto-Fill pulls information by the Case #.
- First Name – First Name Associated with the Case number.
- Middle Name – Middle Name Associated with the Case number.
- Last Name – Last Name Associated with the Case number.
- SSN – The Social Security Number associated with the Case number.
- DOB – Date of Birth associated with the Case number.
- PMI – CaseWorks does not autofill PMI.
- SCMID – CaseWorks does not autofill SCMID
- P – (Priority) – Marking as Priority moves the document to the top of the DocBox.
- Pending Status – Marking Pending Status moves the document out of view until the date arrives to work on the document.
- Reviewed – Marking as Reviewed moves the document to the ‘My Working Documents’ view.
- Date Received – Selecting a Date Received when the document was brought into CaseWorks and will not be displayed in any views except for Edit Properties NCT or the Scan page.
- File to EFC – Marking Yes will file this document to the Electronic Filing Cabinet.
- Short Note/Next Step – Comments attached to the document. This may be used like an ‘electronic Sticky Note’ or save information specific to the document.
Reminder: To finalize changes to the document Properties, click Save.