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Move documents to another matter

How to move one or more documents to another matter?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago


It is possible to move one or more documents to another matter.

To do this, follow the steps outlined below.


Step 1: Go to the matter that contains the documents to be moved.

Step 2: Click on the Documents tab of your matter.

Step 3: Select the documents you want to move and click on the "Move to matter" icon in the upper right corner.

Tip: To select multiple activities, use the CTRL, Shift or CTRL+A keys on your keyboard. For more information, see the Keyboard Shortcuts article.le Raccourcis clavier.

Step 4: Double-click on the matter to which you want to move the documents.

Result: The documents are now moved to the new matter.

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