The assumption here is items were scanned in and are submitted to your 'mailroom'. This is where items are sent for processing if they don't have barcodes or were not built from the Starting point.
Open a Work Item
You need to select mailroom before opening the work item folder
Edit Attached Documents
Once you select and open a work item in the mailroom, you will need to update the records.
Steps | Pictures | |
|---|---|---|
| 1 | Edit the attached document(s) by selecting the edit (pencil) icon. |  |
| 2 | Make sure Client Documents is selected in the drop-down (should be by default) to get the right indexing page. |  |
| 3 | Begin indexing the record. An image of the document displays on the right. |  |
| 4 | Once you've completed editing, select Save and Close |  |
| 5 | Repeat until all documents are indexed. | Warning: Do Not Index the Sub-folder |
| 6 | You will see that each document has been moved from Unindexed Documents to Client Documents.
|  |
Edit Work Item
You will now need to update the work item for final indexing and routing purposes. Open the Work items folder. You will see a specific section to add your Client Folder/Subfolder information.
Steps | Pictures | |
|---|---|---|
| 1 | Click Add,, and then select Client Subfolder. |  |
| 2 | Using the standard search criteria, locate the client subfolder to select and double click. The record will now be reassigned to the Folder/Subfolder section. |  |
| 3 | You can update the Details level to update the work item (Request Type and appropriate information) |  |
| 4 | Click Save and Close when you are finished, and you will be redirected back to the Work item. |  |
| 5 | Select the appropriate action to push the work item through to the next step in the workflow. |  |
