Managing & Moving Documents (Processing Documents)

Merge Documents

• Merge Documents

Merge for Mailing

• Merge for Mailing

Toolbar Icons

• Mark for Deletion
• Rotate a Page in Document Preview (Scan Interface)
• Add Pages to a Document
• Delete a page
• Annotations in CaseWorks
• Adding Color Text to a Text Box

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Copy/Move Documents

• Copy/Move Documents
• Copy/Move from EFC to Another Edition’s DPC
• Copy/Move Document(s) from One Case File to Another within an Edition

Set Pending

• Set a Document to Pend using Files Ribbon Bar
• Set a Document to Pend in Edit Properties (NCT)
• Change or Remove Pending Status
• Pending Link
• View Pending Documents On Your Home Page
• Viewing a Coworker’s or Team DocBox’s Pending Documents

eSignature

• Generating an Editable Form in CaseWorks for eSignature
• Requesting an E-Signature
• Documents with Multiple Signatures
• Signing a Document
• Signing from a Mobile Device
• Confirmation in CaseWorks that a Document has been eSigned

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File a Document to the EFC

• File a Document to the EFC from DocBox or DPC
• File a Document to the EFC from Edit Properties (NCT) or Properties