How to add documents to multiple locations?

Modified on: Mon, 2 Nov, 2020 at 4:06 PM

This feature allows a document to appear in multiple folders, but the document is stored only once.

Step-by-step guide:

Step 1: Double click on the document. Then in the document view, click the button “Location” displayed next to the document.

Step 2: Click on “Add New Location”.

Step 3: Select the other location in the directory or choose one of the suggested locations.

Step 4: Click  “Add”.  You will see the pop-up location window with a summary of where this document can be located.

To Remove a location click on the "x" next to the location you want to remove.

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