Moving and Renaming Files and Folders

To move a file or folder

1. Select a file or folder in the Documents view or the Documents Stage (click the checkbox next to its name).

   

   Note

   You can access documents but not folders from the Documents Stage. 

2. Click the More (vertical ellipsis) button and select Move from the dropdown menu. 

3. Contract Intelligence warns about the consequences of moving a file or folder, and requests permission to continue. 
   

4. Choose or create the folder to which you will send the selected object.

5. Click YES.

To rename a file or folder

1. Select a file or folder in the Documents view or the Documents Stage (click the checkbox next to its name).

   

   Note

   You can access documents but not folders from the Documents Stage. 

2. Click the More button and select Rename from the dropdown menu to raise the Rename Contract popup. 

3. Enter the new name.

4. Click RENAME.