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Can I Merge Two Clients or Cases in CaseScribe?

Updated over a week ago

No. CaseScribe currently does not have a feature that allows two separate clients or case folders to be merged in the interface.

However, you can still combine updated documents and evidence into a single case using a simple workflow.

Recommended Alternative: Upload the Latest eFolder to the Case You Want to Keep

The best way to consolidate updates is to upload the latest full set of eFolder documents into the case you want to keep.

How This Works

When you upload the complete eFolder into an existing case, CaseScribe will automatically manage the documents for you.

The system will:

  • Deduplicate documents so you do not end up with duplicate files

  • Update file names or numbers if the new eFolder contains updated versions

  • Preserve all existing work already done in the case

This includes:

  • Facts created from earlier uploads

  • Tags applied to facts

  • Comments and annotations

  • Manual edits or corrections

Recommended Workflow

If you need to combine information from two case folders, follow this process.

  1. Open the case you want to keep.

  2. Upload the latest full eFolder for the veteran.

  3. Allow CaseScribe to process the new upload.

CaseScribe will automatically handle duplicate detection and document updates while keeping your previously created facts and tags intact.

Important Notes

  • Cases and clients cannot currently be merged directly.

  • Uploading the full updated eFolder to the existing case is the safest way to consolidate records.

  • This approach preserves your previous case analysis and avoids losing facts or tags.

Summary

While CaseScribe does not support merging two cases or clients directly, you can effectively combine updates by uploading the latest complete eFolder into the case you want to continue working in. The system will deduplicate documents and preserve your existing facts, tags, and edits.

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