Move a plan/file to another folder

To move selected plans/files from one folder to another, follow the steps below.

 Note: only folder owners or contacts with "Can Edit" access can move files from one document folder to another.

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Select files

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Select all the files you would like to move.

Tip: You can select all files in your folder by clicking on the checkbox on the left-hand side of the bottom-toolbar.

Step 3:  Click "MOVE"

Click on the "MOVE" button on the bottom toolbar to select a destination for your selected files.

Step 4:  Select the folder you wish to move plans/files to

Click on the folder you would like to move your selected files to.

If you have any questions about moving files, shoot us an email at [e-mail] and our customer success team will be in touch.