Moving a Document to a Different Matter
Required role | Matter Editor or higher for the source and target matter
In Tracker you can move documents to different matters. Keep in the mind the following:
- You can move a document to a different matter, but not to a matter group.
- Any associated events and documents are also moved--you cannot move related documents separately.
- For Service of Process documents, the SOP Person Responsible must also have a Matter Reader role or higher for the target matter.
- Firm Users cannot move documents that were created by company users.
- Company Users can only move documents that they have added to Tracker.
- Only Company System Administrators can move documents that were added to Tracker by other users.
To move a document:
- SelectMatters>Matter listin the left navigation.
- Locate and click the matter to open it then clickDocuments.
- Double-click the document that you want to move, or right-click and selectView Details.
- FromActionson the toolbar, selectMove to Matter. (If you don't see theMove to Matterbutton, refer to the notes above regarding who can move documents to other matters.)
- Search for the target matter.
- In theActioncolumn of the search results, clickMove toby the name of the target matter.
To confirm the move was successful, open the target matter, click
Documents
, then find the document in the list.