How to import documents from another case

 

To import documents from another case, you can follow the steps below:

1. Open the case where you want to import the documents to and navigate to the document store.

2. Look for the option to import documents from another case. You may find an icon or a button indicating this action.

3. Click on the import documents from another case option.

4. A window or a dialog box will appear, allowing you to select the case from which you want to import the documents.

5. Choose the desired case from the list provided.

6. Once you have selected the case, you will be able to see the documents available for import.

7. Select the documents you wish to import by clicking on them. You may be able to select multiple documents at once.

8. After selecting the documents, click on the import button to initiate the import process.

9. Wait for the import process to complete. Depending on the size and number of documents, this may take some time.

10. Once the import is finished, you should see the imported documents in the document store of the case you opened initially.

By following these steps, you can easily import documents from one case to another, saving you time and effort in managing your cases and their associated documents.

 

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