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Info

Introduction: This guide describes how to merge Client Subfolders.

Audience: Users who manage client folders and subfolders

Functionality: Client subfolders store documents related to a specific client.

Change Log:

Date

Changes

Oct 2021

Initial guide version.

Rw ui steps macro
Rw step

Navigate to Retrieve > Client Folders (A) or click Click Add/Manage Client Folders (B) on the Home page.

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Rw step

Locate and click into the Client Folder to display all of the client's subfolders.

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Rw step

Select the checkbox next to each subfolder you want to merge.

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Rw step

Click on Merge to start the process.

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Rw step

A new dialog box will display. Select a destination folder from the dropdown list. This determines which the checkbox next to the subfolder you want move all of the documents to after the merge. This folder is called the Destination Folder.

Note: You may only choose one.

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Rw step

Determine if you want to Delete the Source Client Subfolder.

Uncheck the box if you would like the subfolder to still exist, but have no documents in it.

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Rw step

Click Merge to combine the subfolders.

Those documents are now located in the new folder.

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