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Move documents to another matter

How to move one or more documents to another matter?


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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