You can copy existing files, rename them, and associate them to new records.
How to Copy a Document in Docrio
- Navigate to Litify Matters > Matters > select a Matter Name.
- Select the Documents tab > select a FILE NAME.
- Click the Copy icon at the top right and a modal appears.
- Select the record you'd like it to be associated with.
- Review the name of the document and rename if necessary.
- Select Copy.
A copy of your file now exists on the designated matter.
