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Move an existing document from one folder to another

To move an existing document from one folder to another folder:

  1. Click Documents in the left navigation pane

  2. Click Documents

  3. Click the document name

  4. Click the Edit icon in the Summary box

    Inbox - Manage Documents - move folders - NEO

  5. Select the appropriate folder in the Folder drop down menu

  6. Click Save

Related articles

  • Managing folders
  • Processing documents from the Inbox
  • Managing and Viewing documents
  • Viewing documents in History
  • Video: Processing Documents from the Inbox

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