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Mitratech Success Center

INSZoom - Copy/Move- Notes/Email/Docs

This article goes over How-to Copy/Move- Notes/Email/Docs from Client Info page to cases under that client.

Copy/Move- Notes/Email/Docs

Navigate to the 'Case Info' page.

Under 'Security and Tools' click on 'Copy/Move Notes'.

Select what needs to be transferred: Digital Doc, Notes or Emails from the first drop-down.

Click on 'Select Case' and choose the case to transfer to.