Organizing documents in a record

As an intake processor, you can flexibly organize the AE documents contained in a record. This is to appropriately group documents whenever a record includes multiple cases, copy relevant documents between cases, or mark documents as primary.

Depending on your work, you can perform the following actions:

• 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.
• Group your documents
  Whenever multiple AE documents correspond to multiple, separate cases, as an intake processor you are required to group the documents such that one group is connected to a single case.
• 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.
• Separate your documents into groups
  As an intake processor, you can split all the documents contained within a record into individual groups, for potential cases.
• Mark a document as invalid
  As an intake processor, once you have checked a document in a record, you can mark it as invalid. Based on the contents of the document, you can select a reason for marking it as invalid.