Moving Your Document to the Destination Binder
- Select the destination Case from the Case drop-down at the top of the Destination window. (You can start typing the first letters of the file to narrow your list).
- Choose your desired binder.
Select the Show Documents or Hide Documents button at the top-right of the Destination Pane to collapse or expand Tabs and Section headers.
(Note: Binder Auto Sort will be displayed as OFF or ON in the bottom left corner of the Destination Pane.)
- Click the desired document in the Filing Queue.
- Click the desired Tab or Folder in the Destination Pane.
- Click Move or Copy. (Alternatively you can drag your document to the desired location in the Destination Pane. This is treated as a Move).
NOTE: To move multiple documents at once, depress your CTRL key while clicking each selected documents using you left mouse button.