Moving documents from the Document Tray to a Research Folder

If you want to move selected documents from the Document Tray to a Research Folder, and you also want to remove the documents from the Document Tray, you can simply move the documents from the Document Tray to a selected Research Folder. Moving the documents from the Document Tray removes them from the Document Tray and places them in the Research Folder you select.

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

To move 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 Move selected documents dialogue box displays.

The document(s) are moved to the folder you selected.

© CCH