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How to Copy & Move Documents
How to Copy & Move Documents

Move documents to other folders in ProDeal’s virtual data rooms

Ian Group avatar
Written by Ian Group
Updated over 10 months ago

You can easily organize your room by moving documents wherever you would like them to go.

How to Move Documents to a Folder

Select the documents that you want to move. Once you have checked the selected documents, you will see the number of items selected on the left side and the selection of actions that can be performed.

Choose Move and a pop-out window will appear that will give you the option to which Folder you want the documents selected to be moved. Click the arrow before the folder names to see the subfolders in folders, if available. Once you have selected the folder, just click Move to complete the action.

Managing Access when reorganizing

If the item you are moving prompts any changes involving access, we'll let you know. Moved documents will inherit access from the folder they are moved into. The teams that will have access to the said documents will be shown as well.

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