Exporting Documents and Associating with Different Case/Object

1.       On the case where the documents are currently associated, click on the Documents Tab.

2.       Click on the export button in the lower left side of the Form.

3.       A Browse for Folder window will pop out. Select "Make a New Folder" and give the folder a name.

4.       Click OK.

5.       Your screen will display a pop-out that tells you the documents were exported and asks if you would like to open the folder. Select Yes.

The exported documents will be in the same folder structure show in LAMA. 

6.       Locate the case or object that you want to add the documents to, and click on the documents tab.

7.       Select the documents you want to associate and drag them to the Documents tab.

NOTE:

If you are adding policy documents, you may prefer to associate exported documents directly to the policy. To do this complete the following.

1.       Navigate to the policies tab

2.       Click on the Policy Number

3.       Browse for the policy document

4.       Navigate to the folder you exported the items to

5.       Drill down in the subfolders until you locate the single document you which to associate.