Note: For both methods below, you'll need to have the case you're copying to open in today's cases.
Drag and drop
Note: This feature is available for Proclaim version 3.5 or earlier.
To copy a document or history line to another case using drag and drop, follow the steps below:
Enter the case containing the document and ensure you are on the History view.
Ensure the case to which the document is to be copied is visible in either the Open Cases or Today's Cases list under the Cases / Libraries section of the Proclaim Desktop.
From the original case, select the item from the History and drag it over to the recipient case.
Release the left click on the mouse, complete the Incoming Mail action and then click Accept.
Right-click on the history line
To copy a document or history line to another case using the right-click option, follow the steps below:
Enter the case containing the document you wish to copy and ensure you are on the History view.
Right-click on the history entry and:
for Proclaim version 4 onwards click Send to, and then click Case.
for versions before Proclaim version 4, click Copy to another of today’s cases…
Select the case you wish to transfer it to and then click Accept.
Complete the incoming mail window and then click Accept.