Moving folders

Alerts and notices

If the Move Workpaper or Folder permission is enabled for your account, you can move folders to another location within the Workpapers workspace of the current engagement.

Click the folder you want to move and drag it to any other location in the list. When you move a folder, an arrow appears that indicates where the folder will be placed when you release the mouse button.

Notes

  • The arrow will appear on the left or right of the existing folder descriptions as you are moving a folder.
  • Release the mouse button when the arrow is to the right of a folder description to embed the folder you are moving into the folder.
  • Release the mouse button when the arrow is to the left of a folder description to change the folder location or move an embedded folder out of another folder.

Related articles

Folders overview

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