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Once we index the document, we must determine which account (subfolder) the document belongs to. To add a subfolder, perform the following steps:
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Click on the arrow icon next |
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section. From the pop-up window that opens, click on the Subfolder |
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: The links in the pop-up window enable you to quickly navigate to the different sections on the page. In this instance, we are navigating to the Subfolder |
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section. You can also scroll down to get to the sections listed. | Image Modified |
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Click the Add button in the Subfolder section. | Image Modified |
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To search for a subfolder, enter search criteria to filter down the results. Put a check-mark next to the subfolder you would like to add the document to and then click Select to add the selected subfolder(s). | Image Modified |
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The document is now present under Client Documents instead of Unindexed Documents. Click on the Archive |
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button to remove the document from the Mailroom. |
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: The archived Client Document is now saved within its corresponding Client Folder and Client Subfolder. | Image Modified |
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