The Autocopy feature helps county workers collaborate across the Financial, MNsure, and Workforce editions of CaseWorks. This feature will send a copy of a document to the case owner in another edition when a document is initially brought into CaseWorks (i.e. upon initial scan, upload, or Print2CW). Currently, autocopies can be sent between FSE <-->MSE and between FSE<-->WFE.
For an Autocopy to be triggered, the following requirements must be met:
- The document must be included in the AutoCopy Doctype List
- There must be a common MAXIS number between the editions OR secondarily, a common SSN
NOTE: CaseWorks looks for an SSN match for autocopies between FSE and MSE only. Only staff with this role in CaseWorks will be able to view the link in the Left Navigation Panel and add or modify AutoCopy Doctypes. Please submit a support ticket if this role should be added for you.
To add an AutoCopy DocType, select AutoCopy DocTypes in the Left Navigation Panel.
Click new item underneath Auto Copy.
In the window that opens, complete the following fields:
- Destination Edition
- In FSE, AutoCopies can be sent to MSE or WFE.
- In MSE and WFE, AutoCopies can be sent to FSE.
- AutoCopy Type
- Choose Copy
- Title
- Entered the desired Title. This may include the DocType name and/or form number
- DocType
- This is a contains field; results will display as you begin typing. Select an option that appears to ensure the DocType is spelled correctly.
- Click Save
The newly created AutoCopy DocType appears at the bottom of the list.