Moving documennts

This article explains how to move documents between folders and reorder documents within a folder in Disclosure Ready.

Watch this video or refer to the instructions below.

Moving documents to another folder #

1. Select the documents you want to move by checking the checkbox next to each one
2. Click Bulk Actions and click Move from the dropdown menu

3. Select the destination folder from the Folder dropdown
4. Click Move

Note : The index will update automatically to reflect the new folder structure.

Reordering documents within a folder #

To manually reorder documents, click the three bar icon next to a document and drag it up or down to the new position.

To move multiple documents at once, check the boxes next to each document, then click and drag the three bar icon to reposition all selected documents together.

Repositioning documents #

For large folders, use the Reposition function to place documents precisely:

1. Select the documents you want to move
2. Click Bulk Actions and select Reposition
3. Choose whether to place the documents before or after a specific document

Consecutive document numbering #

To enable consecutive document numbering across all folders:

1. Go to the matter and click the Setup tab
2. Click Settings in the left hand menu
3. Under Index settings, check the box for Enable consecutive document numbering across all folders
4. Click Save Changes

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.