Move Documents Between Records

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:

1. Navigate to the record that you want to move documents from.
2. Click the Documents tab.
3. 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.
4. Click Move To <Entity_Type>.
   For example, if you are moving documents from a project, click Move To Project.
5. In the Move To window, use the list to select the record that you want to move the documents to.
6. Click Finish.