Mark a document as primary

Whenever multiple AE documents are associated with the same case, as an intake processor, you are required to designate a primary document for automatic extraction.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Check the box of the record you would like to work on, select Expand Details, then select Start Work. You can also click on the hyperlinked record ID.

   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 left, switch between AE documents as required.
4. Mark a document as primary using the Mark Primary button above the panel. Repeat this action for each group from your record.
   You can identify primary records based on the Primary icon .

   WARNING:

   You can only undo marking a document as primary by discarding the changes you have made to the entire record.
5. Once you have finished working on your record, select Confirm.