How can I change the Folder / Sub-folder in which a Document is stored?

  • Updated

Changing the Folder / Sub-folder of a Document

  1. Go to Documents > Documents.
  2. Use the Filters and the Search field to find the Document you wish to edit.
  3. Once you have found it, click on the Actions button.
  4. Click on Settings.

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In the Document Details Form, go to the Select Folder field, and click on it, a drop-down with all the available Folders and Sub-folders will appear. If needed you can also create a new Folder or Sub-folder on the fly by clicking on Add New Folder button. Once you have the Folder you need, Select it and Save.

 

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  Relevant for: Administrators / Managers / Regular Users.

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