Copying documents from the Document Tray to a Research Folder

If you want to move selected documents from the Document Tray to a Research Folder, but you do not want to actually remove the documents from the Document Tray, you can simply copy the documents from the Document Tray to a selected folder. Copying the documents from the Document Tray copies them to the selected folder but does not remove them from the Document Tray.

Since the Document Tray is emptied each time you log off of IntelliConnect, copying the documents from the Document Tray to a Research Folder allows you to view them the next time you log in.

To copy documents from the Document Tray to a Research Folder:

The Document Tray displays on its own tab, and the Document Tray folder displays on the left pane. The number of documents contained in the Document Tray folder displays in parentheses to the right of the folder.

The Copy selected documents dialogue box displays.

The documents are copied to the folder you selected.

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