Question

• Can I copy my documents from one job to another in DASH™?
• How do I copy documents to another job in DASH?
• Can I move documents to another job in DASH?
• Can I merge documents between losses?

Before You Begin

• Copy Direction: Start the process from the originator job (the source of the data). You will then select the destination job where the dates should be applied.
• To use the Copy Documents feature, you must have the appropriate security permissions enabled: 
  1. Navigate to Administration > Employee/Security Settings > Security (or Group Security).
  2. Select the specific User or Group title from the top-right corner.
  3. Expand the Other security section.
  4. Expand Copy Jobs.
  5. Select the checkboxes for the applicable use cases.

Copying Documents

1. Select Copy Job button on the job you intend to copy job information from.
   
2. Using available filters and the search bar, search for the job where you will copy the information too.
   
3. Select the checkbox next to the job and hit Next
4. Select the Documents tab
   
5. Choose the Document Types (the Buckets) and/or Categories (the folders) you want to send to the destination job.
   • Document Types (the "Buckets") will carry over to like buckets. For example, Work Authorization will go to Work Authorization.
   • Document Categories (the "folders") will be dropped into a new folder dedicated to the copy labeled with Misc followed by the origin job number.
6. Select Next to apply changes

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