You can move a file together with all its data from one project to another – for example when a case should be continued in a different project.

1. Open the “More Actions” menu

Open the file to view its details. In the toolbar at the top right, click the “…” icon (More Actions) and, in the menu that opens, click Move to another Project.

The file’s “…” menu with the “Move to another Project” entry

2. Choose the destination project

The Move File Card dialog opens. The Source Project is already filled in. Under Destination Project, choose the project to move the file to, and optionally choose the target tray under Select Project Tray.

The “Move File Card” dialog with the destination-project selector

3. Move

Click Move. The file then appears in the destination project – in the chosen tray or in the default tray.