If you would like to move a document to another location please follow these steps:
Move a document to another folder
If the document is already saved in the vault
Step 1: Select the document and right-click or select "Actions"
Step 2: Select Move
Step 3: Select the new location and click Move
Move a document from Unfiled to a folder
Step 1: Go to your Unfiled area
Step 2: Select the document and right-click or select "Actions"
Step 3: Click Move to My Documents
Step 3: Click Move to My Documents
Step 4: Select the location and move the file
If you are receiving the document for the first time you may need to tell the system that you trust the email before moving the document.
If your vault has multiple entities the system will ask to assign it to the correct entity before moving the document.