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Moving and Copying Content

Move content between cases

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Before moving content: note the case ID# of the target case folder to move content to (e.g., D-1234-5678-9012-34).

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Select the content you need to move, then click Move in the β‹― More dropdown:

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Set at least one attribute filter to display target cases. Select the appropriate case folder to move the content to (you can move content to subfolders using the + button), then click Move.

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After content is moved, the move action will appear in the audit log for each moved file:

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Copying content between cases

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Before moving content: note the case ID# of the target case folder to move content to (e.g., D-1234-5678-9012-34).

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Select the content you need to copy, then click Copy in the β‹― More dropdown:

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Set at least one attribute filter to display target cases. Select the appropriate case folder to copy the content to (you can copy content to subfolders using the + button), then click Copy.

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Notion image
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