The ‘Move Document’ option enables users to transfer an individual document to another case within Equinox.
To use this option:
- Go to the Documents tab of a case and click on the document
- Click ‘Move Document’ in the left hand menu
- Type the case code(s) the document needs to be copied to (the system will suggest codes that match what you enter)
- Click ‘Move’
The document will be saved to the new case on the Documents tab.