Move a document to a folder

Folders can be used to organize and easily find documents and templates.  In order to move a document or a template to a folder, you must first create the folder.  See Create a Folder to learn more. A document can exist in multiple folders.  When moving items to folders, you can move one at a time or in bulk.

There are three ways to move a document:

Move a single document to one or more folders

1. Navigate to the Documents area
2. Locate the document you'd like to delete
3. Click More Actions to choose from available document actions
4. Choose Move
5. Select the folders and/or sub-folders to move to

Move to a folder from the details popout

1. Navigate to the Documents area
2. Locate the document you'd like to delete
3. Click on the document name to load the document details popout
4. Click More Actions to choose from available document actions
5. Choose Move
6. Select the folders and/or sub-folders to move to

Move more than one document to one or more folders

1. Navigate to the Documents area
2. Locate the document(s) you'd like to delete
3. Click the checkmark next to the document(s) you'd like to delete
4. In the top bar, choose the Move icon
5. Select the folders and/or sub-folders to move to

Related Articles:

Create a folder

Rename a folder

Delete a folder

Remove a document from a folder

Create a sub-folder