In CaseWorks, specific DocTypes can be marked as Priority for a case in the Admin tab on the Case File page. Documents imported into CaseWorks with the corresponding DocType will be denoted with a Red Flag and placed at the top of the DocBox they reside in.
Enter in the client’s identifying information in the All Purpose Navigation and select the client from the list. Select Navigate and click the Green Check Mark to navigate to the Case File page.
On the Case File page click on the Admin tab.
Under the Priority header, select the triangle next to New.
Click on Priority DocType for a Specific Case.
A pop-up window will appear.
Enter in the Case Number in the first field.
In the second field, use the type ahead field to select the desired DocType.
In the Description field, enter in the Client Name and DocType.
Select Save.
The Priority will appear in the Priority Field.