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.
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.