Can you move files into new folders?

Can you move files into new folders?

To move files from one folder to another, open the folder the file is currently in, in the top right of the screen press “start selecting”, tick the file/s you want to move, then click on the top “move” then a pop up window listing the folders for that client appears, choose the folder and click save.

To access files, head to your desired client and once selected, look for Documents - Files

 

 

Then you can select 'Start Selecting' then use the TICK BOX next to the file required

 

 

Then 'Move Items'

 

 

Select your new destination, then Confirm

 

Your file has been moved 


    • Related Articles

    • How to Download Files from the Engager Mobile App

      With the Engager mobile app, your clients can now easily download files you’ve shared with them. Follow these steps to guide your clients through the process once they are logged into the app. Step-by-Step Guide Step 1: Select the Profile If your ...

    • Adding a new client from Companies House

      We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...

    • Adding a new Ltd, CIC or LLP

      We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...

    • Onboarding a client / New Clients (onboarding process)

      This is your way of welcoming one of your new clients into your firm. Each company will have their own way of doing things, so you can use our ideas below or keep to your current way of doing this. A good thing here though, is if you haven’t reviewed ...

    • Adding new, Custom Services in Client Engager

      There will be times when the ‘services’ listed in your account don’t quite suit your needs - we try and add in plenty to get you started but there will be times when you want to add your custom service. But before you start adding in Custom Services, ...