At times, you may need to reorganize the files within a matter. You can use the Move option on the Matter View page to move one or more files to a different location in the same matter or a different matter altogether. You can move documents, emails, file notes, and phone calls. (You cannot, however, move SMS messages.)

You can select up to 50 items to move in a single action. This limit applies across all item types combined — documents, emails, file notes, phone calls, and folders — and a folder counts as a single item toward the limit regardless of how many files it contains. Additionally, if a matter is chosen but no folder is selected, the file(s) will be moved to that matter's default location.

Note: Moving files is limited to folders within Actionstep matters. Files cannot be moved to an external document storage provider.

Before you begin:

• To use this new feature, an admin must enable it by going to Admin > General settings > Matter View Move Copy.

To move multiple files:

1. In Actionstep Practice Management, view the matter whose files you want to move. (See Editing a Matter for help.)
2. Click the View menu icon. The Matter View page appears.
3. Select the checkboxes for up to 50 files you want to move. (You can use the Document, Email, File note, and Phone call filters along the top of the list to help you find your items. SMS files cannot be moved.) 
4. Right-click on one of the selected files and choose Move from the list of options. The Move window appears.
5. If you want to move the files to a different matter, click Destination Matter and choose the new matter. 
6. Click the Destination Folder to choose the new folder within the destination matter.
7. Click Move. The files are removed from the original location and moved to the new location.

Updated August 31, 2026 21:59