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How to Move Documents to a different Profile or Team member?
How to Move Documents to a different Profile or Team member?

Moving Documents between different Profiles / Team members

Updated over 4 months ago

MOVE function allows you to move Documents between both your Profiles and your Team members.

To Move a Document Click on 3 dots and select "Move" option for Document that you would like to move:

Then, in a pop-up, select  Profile or Team member you would like to move this Document to:


To Move multiple Documents in bulk, please  select the necessary Documents and hit Move tab:

Then, in a pop-up, Select the Profile or Team member you would like to move this Document to.

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