Moving a document

You may decide that a document needs to be moved from one item's Documents tab to another.

To move a document

  1. Open the Projects module.
  2. Select an item.
  3. Select the Documents tab.
  4. Right-click the document that you want to move and select Move/Copy on the shortcut menu to open the Document Move/Copy dialog box.
  5. Under Target Investment, select the item to which you want to move a document.
  6. Under Target Folder, select the folder in which you want to place the document.
  7. Click OK.