What's in this Article

Move Files to a Connection

Applicable Roles/Permissions/Licenses

Roles: Any
Permissions: Edit Files
Licenses: Document Management

Files can be moved to from a client's account to one of the connected contacts. For information on how to add a connection to a contact, please refer to the Add a Connection to a Contact‍ article.

Move Files to a Connection

1. Navigate to a Contact Record and click the Files tab.

2. Right-click on the file you'd like to move.

5. Select a connected contact.

6. As needed, select a folder to move the file to.

7. Click Move here.

Articles in this section

Move Files to a Connection

Move Files to a Connection

1. Navigate to a Contact Record and click the Files tab.

2. Right-click on the file you'd like to move.

3. Select Move from the pop-out menu.

5. Select a connected contact.

6. As needed, select a folder to move the file to.

7. Click Move here.

Articles in this section

Move Files to a Connection

1. Navigate to a Contact Record and click the Files tab.

2. Right-click on the file you'd like to move.

3. Select Move from the pop-out menu.

4. Click on the Contact drop-down menu.

5. Select a connected contact.

6. As needed, select a folder to move the file to.

7. Click Move here.