How to move a Document into a folder.
Folders are used to organize Documents in Rocket Matter. Documents can be organized by moving them into folders from the 'Documents' section, or from the 'Matter Documents' section. The following instructions show you how to move a Document into a folder from the 'Documents' section.
1. Select 'Documents' from the left-hand navigation panel.
2. Select the folder that has Documents you want to move.
3. Click the 'actions' drop-down button next to the Document you want to move.
4. Select 'Move'.
5. Expand available folders by clicking '+'.
6. Choose the desired folder location and click 'Move'.
The Document has been moved to the chosen location!
Also view: How to create a Document folder.
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or [email protected]