The ‘Copy Document’ option enables users to save an individual document to another case or cases within Equinox.

To use this option:

1. Go to the Documents tab of a case and click on the document
2. Click ‘Copy Document’ in the left-hand menu
3. Type the case code(s) the document needs to be copied to (the system will suggest codes that match what you enter)
4. Click on a case code to add it to the ‘Selected Cases’ box
5. Choose whether the document should be ‘Locked from client access’
6. Click ‘Copy’

Note: Please see the section on ‘Multiple Copy’ for information on how to copy more than one document between cases within your Equinox account.