Eligible Roles: Supervisor, QA, Analyst

To move a document to a different case from inside the Library, click on the three-dot icon on that document's card. Then select Move.

In the text field, type the name of the case that will receive the document. Note that once you begin typing, the drop-down menu will auto-populate with existing cases. You may select one of these cases or continue typing to create a new case. Click the checkmark or a case name from the search results to complete the document move. (Note: When typing the case name, be sure to include the "/" between the two case identifiers.)

To move a document when it is open, click the three dots next to the document name and select Move. Follow the same steps listed above.