MOVING, RENAMING AND COPYING A DOCUMENT

If you've uploaded the document to the wrong folder or want to rename a document, the modify button can fix the issue very easily.

1. Start by clicking the document you want to move 

2. Once active, click the modify button located at the bottom left hand side of the screen 

MOVE AND/OR RENAME A DOCUMENT

1. Select the folder you want to move the document to If you're not moving the document, select the same folder name it's located

 2. Select a document prefix from the list 

3. (Optional) Type in a description

 4. Click OK 

COPY A DOCUMENT TO ANOTHER DEBTOR RECORD(S)

1. Check the check box for 'Copy to another Debtor' 

2. Type in the file name, first name, or last name of the debtor 

3. Click the search button 

4. Check off the debtor record or records you'd like to copy the document to 

5. Proceed to identify the folder the document should be placed in and how it should be labelled.