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.