Add or remove a copy of a document to or from a group

As an intake processor, you can create copies of AE documents, which are automatically added to groups within your record. You can also copy documents from groups.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Select the record you would like to validate by clicking on its ID. Alternatively, you can check the box of the record you would like to work on, select Expand Details, then Start Work.

   Note:

   If you are trying to work on a record which is not assigned to you, you will be prompted to continue with or without assigning that record to you.
3. In the panel on the right, switch between AE documents as required.
4. Depending on your requirements, perform one of the following:
   • Select Copy, then choose the group you would like the document copied to. If the record you are working on has one group, you will be prompted to create a new group.
   • Select the Options , then Remove Copy.