How to Copy Evidence Across Portals

Copy evidence within your portal or to another portal within the same account. You can selectively copy metadata along with the evidence and copy to hidden portals where you have membership.

NOTE:

• You cannot delete evidence during the copy process.
• Publish and View Settings of the destination portal are applied to the copied evidence.
• You can also copy single or bulk folders in a similar way.

Prerequisites

• Ensure you belong to a group where the Partner App permission is enabled.
• You must have editing rights on the destination portal.

Copy Evidence to Another Portal

1. Go to Evidence Library.
2. Select the evidence you want to copy.
3. Select the overflow menu (three dots) next to the evidence.
4. Select Copy.
5. In the Copy modal, select the target portal from the list of available portals.
6. Navigate to the destination case or folder, or select New Case or New Folder to create one.
7. From the Metadata dropdown, select the metadata to copy with the evidence.
8. Select Copy Here.

The evidence is copied to the selected portal. An email confirms completion.

Copy Modal Options

Select Metadata to Copy

1. In the Copy modal, select the Metadata dropdown.
2. Select Select All within a group to include all items, or select individual items.
3. By default, only Basic Metadata is selected.

Available Metadata

NOTE: When copying single or bulk evidence, only metadata present in the selected items appears in the dropdown. For folders, all potential metadata for the folder and its contents are displayed.

Copy Evidence to a Hidden Portal

1. In the Copy modal, select Add Portal.
2. Enter the portal URL.
3. Select Add Portal.
4. The portal appears in the list. Select it as the destination.
5. Select the metadata from the dropdown.
6. Select Copy Here.

NOTE: The portal is only added if the URL is valid, you are a member, and you belong to a content manager group in the hidden portal.

Copy Evidence to a Partner Agency

Share evidence with a Partner Agency after configuring the Partner App.

1. Select the evidence and select Copy.
2. Select the Partner Agency portal from the list.
3. Select the metadata to include.
4. Select the user who will own the evidence.
5. Select Copy Here.

A new folder named after your portal is created in your Partner's portal containing the copied evidence. View shared evidence in the Partner Agency section and Evidence Library.

NOTE: The Partner App feature is only available in the DEM product package.

Anonymize Notes

When copying to a Partner Agency with Notes metadata selected:

1. Select Notes from the metadata dropdown.
2. Select the Anonymize Notes checkbox to hide the note-taker's identity.

Result

Once the copy process completes:

1. An email notification confirms the completion.
2. Navigate to the destination portal's Evidence Library or specified location.
3. The copied evidence or folder is available at the destination.