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Moving Documents Between Folders

1.    The easiest way to file a document or e-mail in FileSite is to drag and drop the file.  However, a file sometimes ends up in the wrong folder and needs to be moved.
First, drag the document to the new folder.

 

2.    WorkSite (FileSite) asks if you want to update the document with the profile information of the new folder.  This process is called 're-filing.'
Click ‘Yes.’

3.    When the re-filing process is complete, click ‘Close’ to finish.