Concept Information

File Access Overview

File Properties

Claims Section Interdependency

File Summary Actions

Related Tasks

Changing the File Status

Changing the File Type

Creating Tasks for a File

Managing a Submitted File

Modifying a File's Status or Ownership

Granting Users Access to a File

Bulk Managing Submitted Files

Managing a Mobile-Submitted File

Copying to New File

Viewing Related Files

Adding a Follow-up Action

Viewing the File Audit Log

Viewing File Alerts

Sending Data to Another Module

Checking User Access to a File

Adding Contributing Policies

Assigning a Suggested Task

Adding Duplicate Files

Removing Duplicate Files

Changing Primary Files

Reference Materials

Management Form Panel

Management Form Buttons

Primary and Duplicate Files

In the File Info Center, duplicate files are marked with a duplicate file icon. By hovering over the icon, you can see the associated primary file number. All files not marked with the duplicate file icon are primary files. By default, when a new file is created, it is a primary file.

When the General System Parameter (GSP) "AUTO_CLOSE_DUPLICATE_FILES" is set to true, duplicate files are closed automatically when primary files are closed and a warning message appears.