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HomeKnowledge BaseHow can I move a file from one folder to another?
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Article ID20
Created On5/27/2009
Modified5/27/2009
How can I move a file from one folder to another?
Follow these steps to move a file from one folder to another:
  • Log into your SalesBook profile
  • Select 'Edit my Profile'
  • Click the 'edit' link in the My Content panel
  • Your folders will be listed on the left side of the window. Select the folder currently containing the file
  • Click the 'Folder Items' tab
  • Locate the file you wish to move and select the [edit] icon (picture of a pencil) next to the file name.
  • An edit window will appear where you can change the title and description. In the top section, select the drop down menu labeled "Folder for this item".  Select the folder you wish to move the file to.
  • Click the [Save Item] button on the bottom right to complete the process.

The file has now been moved to the newly designated folder.


For additional information on this topic, you're invited to visit the SalesBook Resources profile (click here) where you will find a Quick Reference Guide (QRG), user tutorials, interesting articles, and more helpful information.