Quick links

Move Files in a Folder

Move Files into a Different Folder

Reorganise Folders

See for yourself: Video guidance

This feature is only available to Administrators and teams that have been delegated with the permission to Manage Content in Data Room/Document Tabs.

Move Files in a Folder

You can drag and drop files around to change their position within a folder.

Open the document or data room tab and click on the folder that contains the documents you want to move in the list on the right-hand side.

Click and hold the file that you want to move.

Drag the file to the desired position.

Release the file into the desired position. Wait for the confirmation message: "Item Order Changed Successfully" before attempting to move any other items.

The files will be renumbered automatically if auto-numbering is on.

Move Files into a Different Folder

Select the file you wish to move into a different folder.

Click and hold the file and drag it to the desired folder.

Release the file into the new folder. Wait for the confirmation message: "Item Order Changed Successfully" before attempting to move any other items.

Reorganise Folders

In the Reorganise Folders window, you can drag and drop folders around to change their position in the folder hierarchy.

Click the Reorganise Folders button located at the right of the Data Room and Document Tab options.

This will open the Reorganise Folders Active Window as depicted below :-

Select the folder you wish to move.

Click and hold the folder and drag it to the desired position.

Release the folder and press the Submit button.

The confirmation message "Folder(s) order is successfully updated" will be displayed.

See for yourself: Video guidance

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