Move Documents to Folders
The best way to organize documents is to place them in separate folders. With CocoSign, you can move one or multiple documents at once into different folders or subfolders. By doing so, it becomes easier for you to find the document you need without having to look through other irrelevant files. This article will show you how to move documents to folders in CocoSign.
Step 1: Click Documents in the left navigation pane.
Step 2: Navigate to the specified document. Hit More and then select Move to from the drop-down menu.
Step 3: A pop-up window will show the folders and subfolders you have created before. Select your preferred folder or subfolder and then click Move.
Step 4: The file will now appear in your selected folder or subfolder. And it will also remain in its original location, Documents.
Instead of moving the documents one by one, you can select multiple documents and add them to another folder or subfolder at once.
Step 1: Tick the box of all the files you would like to move.
Step 2: Click the Move to icon above.
Step 3: Choose a location you desire in the pop-up window and then hit Move.
Voilà! Now your documents will be moved to your desired location successfully.