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Move files within File Management

How to move files within the File Management folder in AutoEntry.

Written by Marie-H

You can move files you've uploaded or folders you've created within File Management.

You can also move a file to the File Management section of another company.

  1. Access your company's home page.

  2. Access the File Management folder.

  3. Select one or multiple files.

  4. Click Actions.

  5. Click Move.

  6. A pop-up window appears.

    Example of the popup window allowing you to select a destination folder and move a file from File Management.

  7. To move the file to another company, click the company dropdown, then select the relevant company.

  8. Use the navigation path and click the destination folder.

    📌TIP: You can add a new folder or sub-folder to move it into.

  9. Click Move Here to confirm.

The file or folder now appears in its new location.

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