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Move, Share, Rename, and Delete the Documents
Move, Share, Rename, and Delete the Documents
Firas EL Bizri avatar
Written by Firas EL Bizri
Updated over a week ago

Learn how to move the documents from folder to folder, and to share it with your staff, also how to rename/delete it

Choose an Institution

Click on the name of the institution in which you want to move, share, rename, or delete a folder in Documents Center.

Choose Tools

Click on Show, under Documents.

Tap on the 3 dots right next to the folder you want to move, share, rename, or delete.

Share a folder/ document

  • Select Share from the list.

  • Sharing Settings screen will pop-up

Search for Recipients: You can search for the recipients you want to share with them the folder/document.

Can View: You can choose whether the added recipient will view only or will have ownership of the folder/document.

Add: Click on Add after choosing the recipients and adjusting whether the recipient can view or have the ownership of the folder/document.

Move a folder/ document

  • Select Move to from the list.

  • Move screen will pop-up.
  • Select the desired folder, then click on Move

Rename a folder/ document

  • Select Rename from the list.

  • Rename Folder screen will pop-up.
  • Add the desired name of the folder, then click Save.

Delete a folder/ document

  • Select Delete from the list.

  • A pop-up message will appear.

  • Click Yes if you want to delete this folder/document.

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