The ‘Multiple Copy’ option allows users to copy documents from one case in Equinox to another case.
Most users use this option to copy documents to cases within the same family.
To use this function:
- Open a case and go to the Documents tab
- Click ‘Multiple Copy’ in the left hand menu
- Use the tick boxes to choose which files you want to copy
> Tick the box next to individual files to select them
OR
> Tick the box at the top of the list to select all files
4. Type the case code(s) that the documents need to be copied to
> To remove any case codes that are added accidentally click the ‘x’ on the right of the code
5. Click ‘Copy’ to action (OR click ‘Cancel’ to go back)