At times you may need to move an Image to a different area within your Imaging database. The process for doing so is straightforward.
First, navigate within Imaging to the Library and Folder where the Image currently resides. This may require that you click top-level folders and drill down to sub-folders until you locate the Image. Note: if you're unsure where to find the Image, you can use the Search option in the top right-hand corner of your database to locate it.
As an example, let's say that we want to move some paperwork for Melissa Crane that now resides at the top level of our Client Library to a 529 Paperwork Folder inside her main Folder within a User Library named Paul Cantrell. First, we would go to our Client Library:
Next, we would click the down arrow in the Actions column next to this Image and select "Move image":
We'd then see the below:
The Image (09022015104721_001(1)) is currently in the Client Library. When you select Move Image your Select New Location options are those within the same Library. If, however, you want to move the Image to a different Library, you can select that under Target Library Name:
If you select a different Target Library, you'll see that your "Select New Location" options on the right change to reflect the ROOT folder structure of your new Target Library:
Once you've selected the Library, you can then choose to move your Image to the top level of that Library (by selecting that on the right - it will be the ROOT folder) or you can select another Folder or sub-folder within that Library. In this case, we want to move the Image to a sub-folder of the Clients Folder within the User Library named Paul Cantrell. So, note that we've selected that Location below:
Once you've made your selection, click Move Image, at which point you'll be returned to your original Library (and will see an indicator above the grid displaying the Action you just performed):
If you look within this Library, you'll see that the Image no longer resides in its previous location. If you go, however, to the Library and Folder where we chose to move the Image, you'll see that it now resides in its new home: