Importing documents to a case

If you want to import documents directly into a case, you must make sure the detail page of the case you want to import documents into is active.¹

1. On the case detail page, make sure the values in the Case handler and Responsible unit fields are correct.
2. In the ribbon, click Document > Import from WorkZone to open the Import from WorkZone form.
3. In the Import from another database form > Select Database field, select the database you want to import documents from
   • In the Case number field, enter the case number for the case of the documents you want to import.
   • In the Case free text filter field, enter free text filter criteria for the case of the documents you want to import.
   • In the Document free text filter field, enter free text filter criteria of the documents you want to import from the source database.
4. Click Search to search the database and display a list of documents you can import.
5. In the left pane which lists the filtered search results, select the documents you want to import and click the > button to add them to the right pane. The right pane lists the documents to be imported and open the Select inheritance policy form.
   You can also double-click the document you want to select for import to open the Select inheritance policy form.
   

   Tip: You can filter the column in the left pane to further reduce the number of displayed documents, making it easier to identify which documents to select for import.

   
   
6. Select how to assign the case handler and responsible unit: In the Select inheritance policy form, the case you are importing the selected documents into is displayed in the Current case field.
   You can select which case handler and responsible unit to apply to the imported document:
   • Select Current case to use the case handler and responsible unit from the current, active case.
   • Select Current user to use the current user as the case handler and the current user's unit as the document unit.
   • Select Original document to use the case handler and responsible unit from the source document.
7. Select how to import access codes: In the Select inheritance policy form:
   • Select the Import without access codes check box to remove the Read access code from all documents you are selecting for import. The documents will be imported without any Read access codes. When you select this check box, the Read access field will be dimmed.
   • In the Read access field, click the icon to open the Edit read access form and define the Read access code to be applied to all documents you are selecting for import.
     Select the Restricted by case check box to apply the read access codes assigned to the current case to the documents.
   • If the Read access field is empty and the Import without access codes check box is cleared, the Read access codes on the documents selected for import will be imported. If a Read access code on a document selected for import does not exist in the WorkZone application you are importing the document into, no Read access codes will be applied to the imported document.
8. Click Save to use apply the case handler and responsible unit to the documents to be imported and close the Select inheritance policy form.
9. In the right pane of the Import from another database form:
   1. In the Case handler column, change the case handler, if necessary. This enables you to import a document with a different case handler than the active case or the original document.
   2. In the Responsible unit column, change the responsible unit, if necessary. This enables you to import a document with a different responsible unit than the active case or the original document.
10. Select the documents you want to import and click Import documents to import the selected documents into the active case. If you have imported a single document, the document detail page is also opened.

¹Use a case list to locate the case you want to import document into and double-click the case to open it in the ribbon, making the case detail page active. If you have multiple case detail pages open, select the case detail page you want to import documents into to make it active.

See Also

Importing documents to your desktop case