Send Content

1. If you want to send existing content, go to the case file and make sure that the content is visible in the content list. If necessary, change the date range filter.

2. Do one of the following:

   • On the sidebar menu, click Send Content.
   • On the content menu, click Send.

   

3. In the Send Method list, select a method for sending content.

   Export is limited to Records Management, Release of Information team, Imaging Operations, and other staff in areas approved by the Data Privacy Officer.

   

4. In the Recipient panel, do the step corresponding to the selected send method:

   • Encrypted Email: Enter the recipient’s email address. Enter a secondary recipient (CC Email) and a brief message (Memo) (both optional).

     

   • Mail: Open the drawer for a recipient, and select an address. The recipient’s name and address appear on the envelope.

     

     If no addresses are displayed, or none of the addresses is correct, or if you want to send content to a third-party recipient, open the Enter Other Address drawer and enter the required information (marked with an asterisk).

     

   • Print to PDF: Enter the recipient’s name (optional).

     

   • Fax: Enter a fax number, recipient name, and cover sheet information.

     The fax number is limited to 10 characters. The country calling code “1” is automatically added to the fax number, whether it is local or long distance. Example: 16123481234.

     Note: The fax number you’re sending to must have a country calling code of “1.”

     

   • Export: Enter the recipient name’s (optional).

     

   Why can I not select an address?

   Addresses that are highlighted in red are missing the street address, city, state, or zip code. What do I do?

   

5. Do one of the following:
   • Select and create content to send or print (next)
   • Select content to export (below)

1. Click the Select Content button.
2. You can select existing content and create content to send (via encrypted email, mail, or fax) or print to PDF. Do one of the following:
   • Select existing content (next)
   • Create content (below)

Selecting Existing Content

You can send content items from a participant’s case file.

1. From the Show Content From filter, click the Case Content button.

   

2. You can sort and filter the selected content list. See Sort and Filter.

3. Select content items to send.

   

4. The selected content items appear in the Content Manifest table. To remove a content item from the Content Manifest table, click the Remove button (trash icon).

   • The number of content items selected is indicated in a counter in the Content Selection step and next to the Next button.

     

   • The maximum number of content items depends on the total file size of the selected content items. The total file size and maximum file size are shown in the Content Manifest table.

     The maximum file size is 4 MB for fax and 300 MB for other send methods. If you want to fax content larger than 4 MB, see Faxing Documents Larger than 4 MB on the ECF Support site.

     

5. Click the Next button.
6. Do one of the following:
   • Create content (next).
   • Review and send content (below).

Creating Content

1. Click a Show Content From button to filter the template list:

   • My Favorites: Default filter. Templates that you have added as favorites. See Adding or Removing Template Favorites (below)
   • My Work Area: Templates that your work area uses. You can set your work area on the Settings page. See Settings.
   • Packets: A set of case templates, person templates, or a combination of case and person templates.
   • All: All templates

   

2. If you selected All, sort the template list or filter the template list by template type (form name) or type (form ID). See Sort and Filter.

3. For each template that you want to add, click the Add button (plus icon). You can add the same template multiple times and you can add multiple templates (mix and match).

   

   What does “Safe for Send” mean?

   “Safe for Send” in the Status column indicates that editing the template is optional.

   

4. The selected templates appear in the Content Manifest table. To remove a template from the Content Manifest table, click the Remove button (trash icon).

   • The number of templates selected is indicated in a counter in the Content Selection step and next to the Next button.

     

   • The maximum number of templates depends on the total file size of the selected templates. The total file size and maximum file size are shown in the Content Manifest table. The maximum file size is 4 MB for fax and 300 MB for other send methods.
   • “New” indicates a form from a template.

     

5. Does the Content Manifest table include a person template (person icon)?
   • Yes: Click the Select Details button.
   • No: Click the Next button.
6. Select details (below).

Selecting Details

1. To remove a template from the Detail Selection list, click the Remove button (trash icon).

2. Person templates only: For each template, open the drawer and select a person to associate with the content.

   

3. Click the Download Content button. The downloaded templates are listed on the Edge Downloads menu (top right corner of browser window) and are saved to your Windows Downloads folder.

   

4. Fill in the forms (next).

Filling in the Forms

1. On the Edge Downloads menu, click the folder icon to open the Windows Downloads folder.

   

2. Open each form and fill it out.
   • Best practice: Keep the form in the Downloads folder.
   • Save early and save often (to the Downloads folder). Click File > Save or click the Save icon.

   

3. When you are done filling in the forms, review and send content (below). Do not click the Submit or Check In to ECF button.

1. Select a Timeframe option.
   • All content from all time. Go to step 5.
   • All content from date range: Select a start date and end date. Go to step 5.
   • Specific content selected from a list: Click the Select Content button. Go to step 3.

   

2. To include or exclude person-related content, click the Yes or No button.

3. Select content items to export (no maximum).

   

4. The selected content items appear in the Content Manifest table. To remove a content item from the Content Manifest table, click the Remove button (trash icon).

   The number of content items selected is indicated in a counter in the Content Selection step and next to the Next button.

   

5. Click the Next button.
6. Review and send content (next).

1. Do one of the following according to the selected send method:
   • Send or print: To remove a content item or template from the Content Manifest table, click the Remove button (trash icon).
   • Export: Go to step 8.
2. Do one of the following:
   • If you created content, do steps 3 through 6 for each template.
   • If you selected existing content, go to step 7.

3. Click the Browse button.

   

4. In the Windows Downloads folder, find the content item.
5. Select the file and click the Open button.

6. A confirmation message appears. Confirm that you selected the correct file. Then click the Yes, Upload File button.

   

7. To reorder content items in the Content Manifest table, click the Reorder button (two bars) and drag the item to the new location.

   

8. In the Optional Details box, you can enter the reason for sending, printing, or exporting the documents. Example: Printed packet and gave to Bobby in office.

   The detail appears on the Sent History page.

   

9. When you are done, click the Send Content button. The Sent History page automatically opens. On the Sent History page, you can view information about the send content job. Initially, the status is Waiting. After the job has been processed, the status changes to Complete and you can view the documents.

See Canceling Send Content or Sending Content Now.

See Resending Content.

To add or remove a template favorite, click the star next to the form number.

You can add up to 100 template favorites throughout ECF Next. As you approach the maximum, a message appears saying how many more favorites you can add.