Can I Move or Copy Documents from One Matter to Another?

  • Updated
If you uploaded Documents to the incorrect Matter or would like to have the same Document copied in multiple Matters, CARET Legal makes it easy!
  1. Hover over a document, then select More or Copy to a Matter from the More Actions button that appears.

  2. Enter or select a Destination Matter from the drop-down list and slide the Move toggle to the right to enable it in the Move Or Copy modal that displays.

  3. Click Update to move or copy your documents.

Was this article helpful?

0 out of 0 found this helpful