To get started click Files on the global navigation bar to start and choose Client, Internal, or My Files.
To move files from a specific client, navigate to their Client Record and click the Files tab.
Move Files
1. Click on a folder to access the files.
2. Click the checkbox on the left of each file you wish to move.
3. Right click the selected files, or click the 3 dot icon.
4. Select Move from the menu to open the pop-up window.
In the pop-up window, click the arrow to view the files. To prevent a file from being moved, click the X next to it.
5. Select the Client you want to move the file to.
To access subfolders, double-click the client folder. Then, double-click the desired subfolder to open it before moving your file.
In Client Files, the Type column indicates how the clients are connected.
Note: Client Files can only be moved between other Client Files. Internal Files can be moved between Internal, Client, and My Files. My Files can be moved between Internal, Client, and My Files.
6. Click Move Here.
Once the files are moved, a notification will pop up at the bottom of the screen.
