Introduction
In dotloop you can drag and drop documents between folders in a breeze!
To begin, hover over a document that you wish to move, you will see your mouse turn into a 4-way arrow.
Next, left click and hold down your mouse as you drag the document to its new destination. You will see an area highlight a new opening in the folder you wish to move it to. note: make sure to not drop a document on top of another document, as this will replace that document. When on top of the document you will see it say REPLACE DOCUMENT WITH to know you are about to replace a document in this case.
There are however a few things to note here. First, we will not log this in the Activity Log at this time. Also, the status of the document will change to PDF.
However, if the document is a REQUIRED document, we will bold the word PDF
Lastly, if you have submitted a folder for review to your office and move one of those submitted documents to another folder:
Then the document will no longer be submitted. If you wish to submit this document again, simply move it into the desired folder and submit that folder for review again!
