occ/raps creating folders commonwealth of pennsylvania department of revenue
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OCC/RAPS Creating Folders Commonwealth of Pennsylvania Department of Revenue Office of Chief Counsel. Revision Date: 05/05/2010. Why Create Folders in OCC AMS?. Creating folders within OCC assignments offers many benefits. Some of the benefits are: - PowerPoint PPT PresentationTRANSCRIPT
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OCC/RAPS
Creating Folders
Commonwealth of PennsylvaniaDepartment of RevenueOffice of Chief Counsel
Revision Date: 05/05/2010
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Why Create Folders in OCC AMS?
Creating folders within OCC assignments offers many benefits.
Some of the benefits are: 1. Faster “Doc” tab load times 2. Better organization of files 3. The ability to create multiple folders for each year within one assignment that
occurs every year.
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Then click the “Add Folder” button.First, Go to the “Docs” tab.
Creating a Folder
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Enter a name for the folder as shown here.
Click “Add Folder”.
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Folder Appears.
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Click the folder you would like to add documents to.
Adding Existing Documents to a Folder
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Click “Add Documents”.
You will now select the documents that you would like to put in your newly created folder.
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Click the “Select” button to highlight the documents you would like to put in the folder.
Click “Finish”.
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Click “Close Window”.
Documents are relocated to folder.
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Importing to a Folder
Click “Importer”.
Click “Continue”.
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Select “Document Type”.
“Browse” to select File To Upload.
Select desired Folder.
Enter Description.
Click “Upload File”.
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Click “Close Window”.
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Document Imported into Folder
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Indexing Documents to a Folder
Click “Indexing”.
Click “Continue”.
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Select “Document Type”.
Select desired Folder.
Enter Description.
Click “Add To List”.
Click “End Package”.
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Click “Print Icon” to print the index sheet.
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After you have scanned the index sheet with its corresponding document, the document will appear in the folder that you created an index sheet for.
Note: The Separator Page will remain outside the folder and will eventually
disappear.
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Two Important Things to Know
1. RAPS documents in OCC AMS can not be put into folders.
2. “Linked” documents in OCC AMS can not be put into folders.