NEW: How Do I Move Images To Another Location Within Imaging?

At times you may need to move an Image (or multiple Images) to a different area within your Imaging database. The process for doing so is straightforward, whether you need to move one file or multiple files.

To move one image

First, navigate within Imaging to the 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 at the top of your database to locate it.

As an example, let's say you want to move some beneficiary paperwork for Melissa Crane that now resides at the top level of her main folder to a Life Insurance subfolder beneath her top level folder. First, you'd need to navigate to where the image currently resides:



Next, you'd need to access the Details Panel for the image by clicking to the right of the image's name:




As you can see above, once you've accessed that panel, you can click the "Move" icon, and then drill through your folder structure until you've located the folder you want to move the image to. Select that folder and then click the Move button.

At that point, the file will reside in its new location that you moved it to.

To move multiple images

First, navigate within Imaging to the Folder where the Images currently reside (or search for them if they are in different areas of Imaging to bring them up on the same page of search results). Then, select the files you want to move and click the Move icon that appears at the bottom of the page after selecting:



The process is then the same as outlined above for moving an individual image.


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