Move Documents Between Records

You can move up to 100 documents from a project, enquiry, organization, or 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:

1. Navigate to the record that you want to move documents from.
2. Click the Documents tab.
   If Smart View is not enabled, use the Smart View slider to toggle it on.
3. Select the check box of each document that you want to move.
4. Click Move To <Entity_Type>.
   For example, if you are moving documents from a project, click Move To Project.
5. On the Move To window, use the list to select the record that you want to move the documents to.
6. Click Finish.