NOTE: This article is for how to Add a DocType to existing DocSet. If new DocSets need to be added, a Support Admin can request this by submitting a CaseWorks Support ticket.
To add a new DocType to an existing DocSet, navigate to the DocSet link in the Left Hand Navigation.
Once on the DocSet page, select New Item.
This will bring up a DocSet - New Item box.
Enter the DocType you would like to add to a DocSet. You can type in the name or form number of the document, and it will give options in a drop-down, very similar to the All-Purpose Navigation.
Once the DocType is selected, the Title of the DocSet will auto-fill with that DocType.
After the DocType is selected, you can choose the appropriate DocSet category from the drop-down.
Click Save.
NOTE: Only newly captured documents will follow updated DocSet rules. Existing documents will not be re-categorized automatically.