During a migration to CaseWorks, documents with invalid or no Case Number for the client (MAXIS, Workgroup, Integrated Case, PRISM, or WF1CaseID) will be moved to a Migration Clean-up Library (MCUL).
The Migration Clean-up Library can be found in the Left-Hand Navigation under the title Migration Clean-up Document Discovery.
Once selected from the Left-Hand Navigation, this will take you to the Migration Clean-up Document Discovery. This page is searchable by using the search bars to search documents by Client First Name, Client Last Name, SSN, DocType, Created Date, or Case Number.
Enter any search criterias.
Select the Green Check Mark.
This search by Client First and Last Name have filtered down to show documents that have the First and Last Name of that client. Documents can be further sorted and filtered by the headers (Title, Name, First Name, Last Name, Taxonomy, etc.).
Documents in Migration Clean-up Library can be updated with a valid case number using Edit Properties or Properties.
Once this information is updated, you can move this document out of this library and to the respective case number's Electronic Filing Cabinet (EFC) by clicking on the File to EFC to YES. Then click Save.
Documents can also be moved to another edition of CaseWorks via Copy/Move.