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How do I move all documents within the client and their Sub Clien...

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.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted

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