How to move a case file from PaperVision to SharePoint
Mary Miller
10 steps
22 seconds
Rmm-I
1
Click on Case Files
2
Search for the case that you are needing to be moved back into SharePoint.
3
Click the Expand Button
4
Left Click on the top document.
5
Hold the Shift Key and Left click on the bottom document you want added in to SharePoint
6
Click the Edit Button
7
Change Send to Sharepoint to Yes
8
Click "Yes"
9
Click "Update"
10
Click "OK"
It can take up to an hour for all of the processes to run and get the files into SharePoint.
How to move a case file from PaperVision to SharePoint
Mary Miller
10 steps
22 seconds
Rmm-I
1
Click on Case Files
2
Search for the case that you are needing to be moved back into SharePoint.
3
Click the Expand Button
4
Left Click on the top document.
5
Hold the Shift Key and Left click on the bottom document you want added in to SharePoint
6
Click the Edit Button
7
Change Send to Sharepoint to Yes
8
Click "Yes"
9
Click "Update"
10
Click "OK"
It can take up to an hour for all of the processes to run and get the files into SharePoint.
