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You can move documents other than financial documents between jobs, for example Briefs, Billing Instructions, Custom Text documents, and External documents.

Here's a visual demonstration for moving other documents between Jobs


Below are steps to show you how to move other documents between jobs. 

Step-by-step guide



  1. Click the Move Costs button on the Ribbon.

  2. Click on the Select an Action field, and select Move Other Document between Jobs.



    Notice that there are two groups on this screen, the From and To group. 

  3. In the From group:

    1. Select the Job from which the desired document must be moved.

    2. Select the document associated with the selected Job by clicking the Doc field.




  4. In the To group:

    1. Click the Job field and select the Job to which the document must be moved.

  5. Click the Move button.



    It is confirmed that the document has been moved.