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Can you move files into new folders?

Quick answers to help you get the most out of Engager

Yes. To move files from one folder to another, open the folder the file is currently in, tick the file/s you want to move, select move items, choose the new folder and select confirm.

How to move files

  1. To access files, head to your desired client and once selected, look for Documents > Files in the left-hand menu. This opens the File browser.
  2. Open the folder the file is currently in, then use the TICK BOX next to the file required. Inside a folder every file has a tick box already, so there's no need to start selecting first.
    File browser open at Root folder / Accounts with the ticked row for Demo E1 Trial Balance.pdf highlighted as step 2
  3. Then select move items.
    File browser buttons showing On selected items: 1 selected, with move items highlighted as step 3
  4. A window, Choose a folder to put selected items, lists the folders for that client. Select your new destination with select (it turns into a green selected), then confirm. Folders marked in green are readable by the client. Target client: defaults to the current client.
    Choose a folder to put selected items window with selected next to Correspondence highlighted as step 4 and the confirm button highlighted

Your file has been moved. You'll see the message "Elements moved successfully".