Click on Images to Expand Them
Once we index the document, we must determine which account (subfolder) the document belongs to. To add a subfolder, perform the following steps:
| 1 | Click on the arrow icon next to the Details section. From the pop-up window that opens, click on the Subfolder link. Note: 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 section. You can also scroll down to get to the sections listed. |  |
| 2 | Click the Add button in the Subfolder section. |  |
| 3 | 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). |  |
| 4 | The document is now present under Client Documents instead of Unindexed Documents. Click on the Archive button to remove the document from the Mailroom. Note: The archived Client Document is now saved within its corresponding Client Folder and Client Subfolder. |  |