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Move Documents to a Different Folder Using OneDrive
Move Documents to a Different Folder Using OneDrive
Updated over 6 months ago

How to move documents from one folder for those firms utilizing the OneDrive integration.

  • Navigate to the Documents Tab of the case.

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  • Select the drop-down arrow to the right of the document and select Move To.

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  • Select the folder you'd like to move the document under.

  • Select Save.

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  • The document will now be saved under the selected folder.

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