Skip to main content
All CollectionsDOCUMENTSOneDrive Integration
Move Documents to a Different Folder Using OneDrive
Move Documents to a Different Folder Using OneDrive
Updated over a week ago

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

  • Navigate to the Documents Tab of the case.

Screenshot 2023-10-03 at 1.41.06 PM.png
  • Select the drop-down arrow to the right of the document and select Move To.

Screenshot 2023-10-03 at 12.37.28 PM.png
  • Select the folder you'd like to move the document under.

  • Select Save.

Screenshot 2023-10-03 at 12.37.58 PM.png
  • The document will now be saved under the selected folder.

Screenshot 2023-10-03 at 12.38.36 PM.png
Did this answer your question?