Copy Cases to Another Folder

This feature is available in the Case Management Grid on the Cases, Folders, Shared Cases and Home Office pages.

1. On the left, click the Case Management navigation button to open the Cases page.

   Do one of the following:

   • If you know the name of the folder in which the case is stored, click the Folders navigation tab and then click the name of the folder in the Folder Name column of the Folder Management grid to display only the cases within the selected folder.
   • If this is a shared case, click the Shared Cases navigation tab to open the Shared Cases page.
   • If you are a Home Office user, click the Home Office navigation tab.
2. In the left column of the Case Management grid, select the check box for each case you want to copy to another folder.

3. On the Case Management toolbar, click the Copy button and click a folder in the list.

   If using the Shared Cases or Home Office page, click the Copy Cases button instead.

   The Case Management grid expands as the copied cases display in the additional folder location.