How do I Attach/Move documents to Status Entry from Box View?

1.	Login to your account using the username and password provided.
2.	Hover over the Search tab and Click on Box View Tab.
3.	Enter Keyword that you want to search.
4.	Select Client, Search Type and Other relevant details.
5.	Once all the details are selected, it will show you multiple results in bottom section.
6.	Select documents that you want to attach/move. Note : 1. You can use Shift Key Functionality for selecting multiple document. 2. You can select multiple Documents from different pages at a time.
7.	Go to Attach/Move To options. It will show you other options. select required details.
8.	Click on ATTACH TO STATUS ENTRY button. It will open new window.
9.	Select Row where you want to Attach document.
10.	Click on ATTACH button. It will attach document to selected row.

Choose files or drag and drop files

Tags:

Was this article helpful?

Yes

Comments