In CaseWorks, users have the ability to merge mutliple documents into one. To do this, navigate to the DocBox or Case File that contains the documents to be merged.
Select two or more documents that are being merged from this location by hovering on the documents and select the check mark to the left of the document.
Click on the Merge Documents icon in the Top Ribbon Toolbar.
A dialog box will appear that lists the selected documents by Created Date (newest to oldest).
Workers have the option to select which document’s properties they would like to apply to the merged document. You can specify to Delete, Retain, or File to EFC for each original document of the merged file. You can make the same selection for all documents using the top drop-down.
You can make different selections on each document with the drop-down menus next to each document, as well.
A Short Note/Next Step can be included if desired and will be added with the new merged document.
Select the Preview button to merge the documents and view in the document preview.
The newly merged document’s properties reflect that of the document selected to retain properties. Click save.
NOTE:: A new document will be created with the selected documents and the Properties you define. The original documents will be deleted, retained, or filed to the EFC as the user indicates in the dialogue box.