Moving a Matter-Level Document to a Different Folder
Required role | Matter Editor or Matter Administrator for the matter
Folders are a great way to organize matter-level documents. Folders must be created and maintained by a Company System Administrator; however anyone with matter editor or administrator access to the matter can move documents around in those folders.
To move a document to a different folder in the same matter:
- SelectMatters>Matter listin the left navigation.
- Locate and click the matter to open it then clickDocuments.
- Double-click a document in the list, or right-click and selectView Details.
- On the toolbar, clickEdit.
- In the Edit window, select the Folder you want to move the document to.
- ClickSave.
To confirm the move was successful, filter the document list by the folder you moved it to, and then find it in the list.