You can copy existing files, rename them, and associate them to new records.

How to Copy a Document in Docrio

  1. Navigate to Litify Matters > Matters > select a Matter Name.
  2. Select the Documents tab > select a FILE NAME.
  3. Click the Copy icon at the top right and a modal appears.
  4. Select the record you'd like it to be associated with.
  5. Review the name of the document and rename if necessary.
  6. Select Copy.

A copy of your file now exists on the designated matter.

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