OCC/RAPS Creating Folders Commonwealth of Pennsylvania Department of Revenue

1. OCC/RAPS Creating Folders Commonwealth of Pennsylvania Department of Revenue Office of Chief Counsel Revision Date: 05/05/2010

2. 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.

3. Creating a Folder Then click the “Add Folder” button. First, Go to the “Docs” tab.

4. Enter a name for the folder as shown here. Click “Add Folder”.

5. Folder Appears.

6. Adding Existing Documents to a Folder Click the folder you would like to add documents to.

7. Click “Add Documents”. You will now select the documents that you would like to put in your newly created folder.

8. Click the “Select” button to highlight the documents you would like to put in the folder. Click “Finish”.

9. Click “Close Window”. Documents are relocated to folder.

10. Importing to a Folder Click “Importer”. Click “Continue”.

11. Select “Document Type”. “Browse” to select File To Upload. Select desired Folder. Enter Description. Click “Upload File”.

12. Click “Close Window”.

13. Document Imported into Folder

14. Indexing Documents to a Folder Click “Indexing”. Click “Continue”.

15. Select “Document Type”. Select desired Folder. Enter Description. Click “Add To List”. Click “End Package”.

16. Click “Print Icon” to print the index sheet.

17. 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.

18. Two Important Things to Know • RAPS documents in OCC AMS can not be put into folders. • “Linked” documents in OCC AMS can not be put into folders.