Your Mental Health Matters: Join us on January 12, 2024 for a free and impactful virtual seminar adressing the unique struggles of financial professionals with TEDx speaker Dr. Shahana Alibhai.

How To Move Documents Between Folders?

You are able to move documents into a folder via the “Document Viewer” screen. Simply click on the “File to …” icon under the Filing Menu, and choose which folder you would like to move the document to.

You are also able to move multiple documents at once by checking the boxes located underneath the thumbnails of the images. Now right click on one of the images, and hover over the “Move Selected Items” tab. You will be given a list of Folders that you are able to move the selected documents to.

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