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Connect a Case from MoveDocs
Updated over 6 months ago

How to connect a case in MoveDocs to a case in CASEpeer.

NOTE: You must be logged into your MoveDocs account.

  • Navigate to the Client Case Tab and search for the client.

  • Find the CASEPEER PROJ. ID option and select Connect.

Screenshot 2023-07-28 at 2.54.07 PM.png
  • A pop-up window will appear, confirm the case details.

  • Click Connect.

Screenshot 2023-07-28 at 2.54.14 PM.png
  • The client case in MoveDocs will now be connected to the corresponding case in CASEpeer.

  • The CASEpeer case ID will now be visible in MoveDocs.

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