This article describes how to move documentation within Unity® Practice Management.
Unity® Practice Management provides an optional function to move multiple documents.
While attached to the case:
- Go to the Documents section and click on Documents List.
- Select All Case Documents.
- Order the documents by Date Descending.
- Tick the checkbox at the top of the documents page to open bulk actions mode, where you can select all visible items.
- Unity® can show 25 documents at a time
- If the Matter contains more than 25 documents, select Show More until documents show.
- Click Select All and untick any documents that are not required.
- Click Zip & Download to create a zip folder containing the documents
- Give a file name
- Select Save to Case if required
- Click Zip & Download to download
- You can then drag and drop these documents back into Quill on another matter.