Managing Case Files

Archive Documents

• View Archived Documents in the Electronic Filing Cabinet
• Retrieve Archived Documents in the Electronic Filing Cabinet
• Delete a Document
• Retrieve a Deleted Document

File Retention Records

• Add a Retention Record
• Navigate to a full list of File Retention Records
• Remove a Retention Record

Transfer Case Files and Share Documents

• Transferring Select Documents/Taxonomies to another CaseWorks County
• Transfer Cases into CaseWorks using the NCT PDF Generator
• Viewing and Restoring Documents from a Transferred Case File
• Transfer Case File out of CaseWorks

Priority Case Files & Document Types

• Mark a Case File as Priority
• Mark a DocType for a Specific Case as Priority

Subscriptions

• Manage Subscriptions
• Add Subscriptions