Moving Documents

Prerequisites: Users require moderator+ permissions for the module to complete this task.

Move documents to a new folder location.

Log in to Cartella.
Navigate to [name-of-folio] > [name-of-document-module] > [name-of-folder].
Select the Folder tab in the View By area.
Drag the document to the desired folder. Do not drop the document.
Note
Hold the document over the parent folder to display child folders.
Ensure the arrow points to the desired location and the checkmark displays.
Drop the document.
The document moves to the new folder location.