DocSets in CaseWorks provide a way to organize documents into meaningful categories within DocBoxes. This allows staff to quickly view, sort, and process documents based on grouped document types).
DocSets are designed to simplify document management and improve workflow efficiency across teams.
DocSets group documents by category based on configured DocTypes and county-specific setup. These DocSet categories can span multiple DocBoxes, including team and individual DocBoxes.
To view the DocSet categories for an individal or team DocBox that is on your homepage, you can select the "DocSet" link to the right of the DocBox name.
This will take you to the View by DocSet section of the DocBox.
DocSets only appear when documents exist for that category. Unassigned documents will appear in the default “main” DocSet. Each DocType can only belong to one DocSet.
DocSets display as collapsed categories with document counts You can expand each category to view its documents. DocSet categories will only display if documents exist for that category.
Viewing by DocSet is optional Staff may continue using standard DocBox views if preferred.
DocSet Categories and DocTypes are determined by DocSet Admins.