In CaseWorks, any flattened documents (pdfs, images, etc.) may be imported using the Drag and Drop functionality.
Click and hold on the document on your desktop or in file explorer then drag the document onto your homepage My DocBox or homepage Team DocBox.
- Do not drag and drop into the DPC or a client’s casefile
- Email attachments must be saved to computer prior to dragging into CaseWorks
When the PDF is dragged into your homepage My DocBox, the My DocBox area will turn white with a Drop here message indicating that you can release to upload the document.
Do not refresh the page while the workflow is running, and the workflow icon is present.
- If the workflow is interrupted, the document will become ‘checked out’ and will not appear in your DocBox. Click here for steps on Checking in a Document.
CaseWorks will automatically refresh after the workflow is complete. A manual refresh is encouraged if you are not initially seeing the document appear in your DocBox. Press F5, click the CaseWorks logo, or click the refresh icon on your web browser to refresh the page.
When a document has been uploaded to the DocBox, a message will appear in the Title prompting you to update the Document Properties.
Note: Only CaseWorks generated forms will be imported with client information using Drag and Drop. If a document is brought in using this method that has NOT been generated using the CaseWorks Forms function it will not bring in client information.
Update the Document Properties by right clicking anywhere in the blue highlighted document and selecting Edit Properties (NCT).
Properties can also be edited without a preview of the document by selecting Properties from the dropdown menu.
Note: Editable smart forms that are imported into CaseWorks using Drag and Drop will remain unable to be previewed on the CaseWorks Scan Page. Please use Print2CW or Email to import these documents.
Examples of editable smart form features include:
- Expandable text fields
- Radio buttons that open different sections after being selected
- Drop-down boxes
Use the Auto Fill feature in the Scan interface or the Properties menu to update the client information.
- Type in Case Number or SSN
- Select Auto Fill
Update the DocType to match the type of document. Taxonomy will autofill based on DocType.
Update any other properties and Save.