Table of Contents : |
How do I move all documents within the client and their Sub Clients in CS?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Fleet Management tab and click on Engine Centre option. | |
3. | Click on Engine Module Fleet tab. | |
4. | Scroll down and select record you wish to view. | |
5. | Hover on the Current Status and select Engine Module LLPs. | |
6. | Click on view icon of row for view inner documents. It will open new window. | |
7. | In the new window, Select All pages option. | |
8. | All documents are selected. | |
9. | Select required Client from the list and other required fields. | |
10. | Hover over the Manage Documents drop down and Click on Move option. It will open new window. | |
11. | Select one or multiple row where you want to move document. | |
12. | Click on MOVE button. | |
13. | After clicking on Move button, If same filename document is already present then it will show a pop-up message. If you still want to continue the move process then click on OK button, then the move process will be done. | |
14. | It will show you pop-up. Click on OK button. |
Lauren Partridge
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