You can move up to 100 documents from a project, enquiry, organization, and contact, to another record of the same type. For example, you can move documents from one project to another project.
To move documents between records:
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Navigate to the record that you want to move documents from.
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Click the Documents tab.
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On the Basket tab, do one of the following:
- To move selected documents, search for and select the documents. When you select a document, it adds it to the Temporary basket.
- To move all documents in an existing basket, use the
Current Basket list to select a basket.
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Click
Move To <Entity_Type>.
For example, if you are moving documents from a project, click
Move To Project.
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In the Move To window, use the list to select the record that you want to move the documents to.
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Click
Finish.