Move documents to folders

Folders enable you to group documents for use during review. Use the following procedure to move documents into a folder.

Perform the following procedure to move documents into a folder.

1. In the Project page, click REVIEW.
2. Select the documents to place in the folder.
   • To select specific files, select one or more documents.
   • To select all files, in the Document Actions pane, click Select all documents.
3. In the Document Actions pane, click Folder.

4. In Organize Documents, select Add to folder.

5. In Folder, choose the folder.
   1. To select an existing folder, in Folder, select the folder.
   2. To add a folder, perform the following steps.
      1. Click .
      2. In the Create New Folder dialog box, in Folder Name, type a name for the folder.
      3. Optionally, to add the new folder within an existing folder, in Create as Subfolder, click and then select the existing folder.
      4. Click Create.
   3. Optionally, to replace all files in an existing folder, select Replace folder contents.
6. Click Submit.
7. When prompted to verify the action, click CONFIRM.
8. To view the completion of the Folder job, on the left navigation pane, click .
9. After the job completes, view the folder by performing the following steps.
   1. On the left navigation pane, click .
   2. Navigate to the folder. To show subfolders, click if available.
   3. Select the folder.