Move a Document to Project File

Moves the document file from My Files to the Project File.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

Navigation - from Login Menu

1. Click My Files on the main menu.

2. Click next to document in list, click Select.  Note: The Project's Home Page will display documents list with the next to document.

3. Go to step 3 of PROJECT HOME MENU below.

Navigation - from Project Home Menu

1. Click My Files from the main menu of the project.

2. Select the document using the next to document name.

3. Click Move.  Note: The 'Move to project file and Create an Official Record' window will display.

4. Click if document is for restricted viewing only (i.e. only available to team members the document was sent).

5. Click OK or Cancel to close the window.  Note:  The document will be displayed in Project File list.

Navigation Buttons & Screen Items