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.

WARNING:

Using this feature will split any existing groups. To undo this action, you may have to discard all actions you have performed on a record.

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. At the top of the document viewer, select Options , then Separate.
4. Select Separate from the pop-up window.