After transferring a Case File, the transferred Case File can be viewed by navigating to the Client Case File and clicking on the Admin tab.
Now, click the View Transferred File button located at the bottom of the File Retention section.
The Recycle Bin Manager will now open in a new internet tab. This tab will display all documents that were transferred from the Case File.
To Restore any of the documents that have been transferred, select each document to be restored to the client’s EFC.
Click the Restore button.
A message will appear to confirm the restoration of the documents that have been selected. Click Restore to confirm.
CaseWorks will show a message confirming the number of documents that have been restored to the Client’s Electronic File Cabinet.
On the Case File page in the EFC Documents tab, you will now see any documents that have been restored.
Note: If this Case File was transferred and documents were restored in CaseWorks, in the event that the Case File is transferred back to your County, there may be duplicate documents.