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

1. Login to your account using the username and password provided.  
2. Hover over the Search tab and Click on View Search Tab.
3. Enter the Keyword that you want to search.  
4. Select Client, Search Type, and Other relevant details.
5. Click on the SEARCH button. It will show you multiple results in the bottom section.
6. Select documents that you want to attach/move.




Note : 
1. You can use Shift Key Functionality for selecting multiple documents.
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 a new window.
9. Select Row where you want to Attach the document.
10. Click on ATTACH button. It will attach the document to the selected row.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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