Admin

SMI

• Request SMI Roles for CaseWorks

Admin Roles

• CaseWorks Admin Roles

DocSets

• DocSet Admin: Adding DocTypes

Priority Documents

• Deleting a Priority Case or Priority DocType for a Specific Case
• Priority DocTypes for a Specific Case
• Priority DocTypes
• Priority Cases

Case Transfer

• CSE Specific Case Transfers
• Transfers from Non-CaseWorks Counties
• 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

Reports

• Reports Training
• eSignature Usage Reports in CaseWorks
• Run Reports in CaseWorks
• Inactive Cases Report/Destruct Report

Ticket Submitter

• Using Snipping Tool for Ticket Screenshots
• Review and/or Update Your Submitted Tickets
• How to Submit a Support Ticket

Routing Rules

• Add a New Routing Rule
• Removing A Routing Rule

Autocopy

• Edit or Delete a Routing Rule
• Delete an AutoCopy Doctype
• Edit an AutoCopy Doctype
• Add an AutoCopy DocType

Purging Documents

• Initiating a Purge in CaseWorks
• Preparing a Purge Report

Privilege Documents

• Create a New Privilege Folder (Access Group)
• Add Privileged Status to a Case
• Add Privileged Access for a New User
• Changing the Access Group Assigned for an Existing Privileged Case
• Remove a Case from a Privileged Status Folder
• Remove a User’s Access to a Privileged Case Folder

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Subscriptions

• Manage Subscriptions
• Add Subscriptions
• Subscriptions