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      How to move or delete files and folders - Infinite only

      Your ability to delete files or folders depends on your access.

      Your access level will determine your ability to delete files or folders:

      • Partner admins can delete files/folders created by: 
        • System (except the Trash folder)
        • Self
        • Partner admin
        • Partner ops
        • Client admin
        • Client ops
      • Partner ops can delete files/folders created by: 
        • Self
        • Client admin
        • Client ops

      To delete files:

      1. Be sure you have selected a client in the left-hand navigation, and are in the Documents module.
      2. Click the Action Button to the right of the file you wish to delete.
      3. You may choose to Move to Trash, which will leave the file in the trash for 90 days before permanently deleting it; or, you may choose to Permanently Delete, which will immediately and irrecoverably delete the file.

      To move individual files:*

      1. Locate the file you wish to move in the Documents module.
      2. Click the Action Button to the right of the file you wish to move.
      3. Select Move.
      4. Click the Folders hypertext appearing in the popup window.
      5. Choose the folder you wish to move the file to.

      To move multiple files at once (bulk):*

      1. Locate the files you wish to move in the Documents module.
      2. Click the checkbox to the left of each file you wish to move.
      3. Select the Move button.

      4. Click the Folders hypertext appearing in the popup window.

      5. Choose the folder you wish to move the files to. Here, we'll choose My Documents.

      6. Click Move.

      *NOTE: You cannot move files between clients. If you mistakenly upload a file to the wrong client, you will need to delete it and re-upload it to the correct client.

      To delete a folder:

      1. Be sure you have selected a client in the left-hand navigation, and are in the Documents module.
      2. Click the Action Button to the right of the folder you wish to delete.
      3. If the folder is not a system folder, you may choose to Move to Trash, which will leave the folder in the trash for 90 days before permanently deleting it; or, you may choose to Permanently Delete, which will immediately and irrecoverably delete the folder. If the folder is a system folder, you can only choose to Permanently Delete it.

      ⚠️ NOTE! When attempting to delete a folder from Documents, users will now be prompted to assign a new folder to any open document upload tasks mapped to the folder being deleted. These tasks can be ind

      ividually assigned to new folders, or reassigned in bulk to a single folder. Users may also choose to delete the open tasks associated with the folder undergoing deletion.

      • If you don't have the permission to resolve the open document upload request tasks, you will see Move to Trash disabled with a tooltip.
      • If Hide resolved tasks is toggled on, tasks that have already been marked as deleted or had the folder updated will be hidden from the list.
      • The Delete Tasks and Update Folder at the top of the modal allow for bulk update when the checkboxes are selected to update more than one task at a time.
      • No tasks are actioned until the Save & Close or Move to Trash button is clicked.
      • All tasks must be resolved for Move to Trash to be enabled (see below)