To MOVE a single document in between cases, navigate to the case and make sure the document to move is selected. Then select the … above the documents pane and select 'MOVE' from the menu.

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NOTE: If no case exists for the documents, you can create a new case in the popup.

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![To MOVE a single document in between cases, navigate to the case and make sure the document to move is selected.](/uploads/2026/06/ca6d3956-ca26-4676-8f31-435b92de05b2.png)

![To MOVE a single document in between cases, navigate to the case and make sure the document to move is selected.](/uploads/2026/06/7cf3cf75-e382-45d6-8ea3-8553bbdb92fb.png)

To MOVE ALL documents- select the Case in the Cases Pane and select the 'Edit' button. Then select 'Move All Documents to Another Case.'

![To MOVE ALL documents- select the Case in the Cases Pane and select the 'Edit' button.](/uploads/2026/06/9fe7a666-8b1f-4ea6-bcd4-5c9a22b2f353.png)

![To MOVE ALL documents- select the Case in the Cases Pane and select the 'Edit' button.](/uploads/2026/06/512e3329-a3b9-4b15-8910-92592c2f5e4c.png)