This article will explain how to copy a document or a brief to another matter?
1. Copying a document to another matter
Click on a matter and click on a folder from which you wish to copy the document. Select the white box in the first column of the central heading bar. This will open the Bulk Action button options which include copy. Any of the documents can be unticked if they do not need to be copied.
The copy button provides the option to select a matter to which the documents can be copied to.
2. Creating a copy of a matter
The whole matter can be copied and all folders, documents and briefs are copied across. From the matter dashboard select the matter, and from the right-hand side three dots, an option to copy the matter is available.
The matter can be copied to the user or to someone else.
