Connect a Case from MoveDocs

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.

• A pop-up window will appear, confirm the case details.
• Click Connect.

• 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.