Introduction to Batch Boxes
A Batch Box is a specialized DocBox in CaseWorks that is used for processing batches and preparing
them to be exported to IFS. Batch Boxes have additional fields and views detailing payment, approval, and other items for each document.
Payment and Batch Total
CaseWorks automatically totals line items for a single document as well as all documents in a batch. In any given batch, the sum of the Payment Total column should equal the batch Payment Total.
Payment Total for a single document:
Payment Total Column showing the Payment Totals for individual documents
Payment Total for the batch
Approval Checking
There are two types of approvals in CaseWorks:
- A CaseWorks Digital Signature that is approved within CaseWorks ACE
- A manual signature this is tracked via the Approval checkbox in the Edit Properties (NCT)
interface. The approval type is set at the DocType level as certain types of documents may have
different process requirements
To view a CaseWorks Digital Signature:
Navigate to a DocBox or Batch Box with documents requiring a CaseWorks Digital Signature. The Approved By column shows documents that have been signed digitally or manually verified by an
approving party by noting Verified.
For documents that have not been approved yet, the Approved By column is noted as Not Verified.
To view the approval for an individual document, right-click and select Edit Properties (NCT) from
the pop-up menu.
On the scan of the document, an encrypted digital signature with the document version and date/time
stamp will appear.
