Along with marking individual documents as Priority, system wide settings can be adjusted to automatically mark documents as Priority based on the Case, DocType, or DocTypes for a Specific Case.
Once a DocType is set as Priority for a Specific Case, all Documents scanned in for that Case with that DocType will be marked with the Red Priority flag.
To mark a case a priority, navigate to the Case FIle page using the All Purpose Navigation (APN). To navigate to a particular Case File, enter the Case Number or Client Name into the APN, and select Navigate from the drop-down menu in the next field. From the next drop-down menu, select Case File and click on the Green Check Mark.
To automatically mark documents as Priority based on the Case, DocType, or DocTypes for a Specific Case, navigate to the Admin Tab.
Settings for Priority Cases, DocTypes, and DocTypes for a Specific Case are found in the Priority section. Select the triangle next to New in the Priority section on the Admin Tab on the Case File Page.
In the drop-down menu, select the first item: Priority DocType for a Specific Case.
In the pop-up window, enter in the Case Number, DocType, and a Description.
Select Save to finish adding a Priority DocType for a Specific Case.