Attachments

Gen 3

Attachments

Move files and folders

In Attachments, you can move files and folders from one folder to another if you are in the Provider Administrator portal. To move files and folders, access Attachments and:

  1. Select the row of the file or folder you want to move. The Move, Rename, More Info, Privacy, and Delete buttons will appear.

    Note: To locate a file, you can open the corresponding folders or subfolders that contain the file. You can also search for a file; see Search for a file or folder.

  2. Select Move. The Move 1 <File/Folder> To dialog box will open.
  3. Select the folder you want to move the file or folder to.
  4. Select Move. If you select X, you will return to the Attachments screen without moving the file or folder.