Copying documents to Research Folders

You can easily copy (and save) any document that you find in IntelliConnect to a Research Folder.
Note: You can create Research Folders just prior to saving documents to them via the Create New Folder option.

To copy/save a document to a Research Folder:

The system displays a Copy selected document(s) to Research Folders dialogue box with the Create New Folder option selected as the default.

The system saves the document to the new Research Folder and the number of documents contained in the Research Folder displays in parenthesis to the right of the folder.

- Or -

Note: The folder name defaults to today’s date. You can leave the folder name as is or type in a different name.

The document is saved, according to your instructions, to the Research Folder and the number of documents contained in the Research Folder displays in parenthesis to the right of the folder.

To copy/save multiple documents to a research folder:

The system displays a Copy selected document(s) to Research Folders dialogue box with the Create New Folder option selected as the default.

The system creates the new folder and saves all of the documents to the new folder

- Or -

Note: The folder name defaults to today’s date. You can leave the folder name as is or choose a different name.
The system saves the checked documents to the folder you selected and the number of documents display in parenthesis to the right of the folder.
Note: You can save the documents to a different folder — not just to the one you created.
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