Rocket Matter Knowledge Base DocumentsHow to move a Document into a Folder

How to move a Document into a Folder

Folders are used to organize Documents.  Documents can be organized by moving them into folders from the "All Documents" section, or from the "Matter Documents" section.  Following are instructions on how to move a Document into a Folder from "All Documents":

1.  Click on "Documents"

1.  Click on "Documents"

2.  Click on the name of the 'Client : Matter' folder which has documents you wish to move.

2.  Click on the name of the 'Client : Matter' folder which has documents you wish to move.

3.  Select the "actions" option next to the Document you wish to move.

3.  Select the "actions" option next to the Document you wish to move.

4.  Select "Move".

4.  Select "Move".

5.  Expand available folders by clicking "+".

5.  Expand available folders by clicking "+".

6.  Select your desired folder location, and click "Move".

6.  Select your desired folder location, and click "Move".

7.  The Document has been moved to the specified location!

7.  The Document has been moved to the specified location!

Also view:

How to create a Document Folder

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