Copying or Moving Documents

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Uploaded a file to the wrong tab?

Looking to move one or multiple documents into a different case?

To move a single document, right click on the document’s subject then select ‘Transfer a Record’.

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Once the ‘Transfer a Record’ box opens, you have the option to stay within your current case
or select the appropriate matter the document belongs in.

Next select the tab the document belongs on.

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Once the document has been copied or moved, you will get confirmation that the transfer is complete.

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To copy or move multiple documents at once, select the ‘Transfer Multiple Records’ from the Right Click Menu.

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Once the ‘Transfer Multiple Records’ box opens, you can select all, or individually select
the documents to transfer.

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When ready, hit the ‘Transfer Documents’ button.

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Move documents within the current case or select a different case by clicking the drop down arrow.  Select the correct Tab and choose to either copy or move the document by selecting Execute.

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