Moving a document in Hapax is simple and helps keep your files organized and accessible. Whether you're relocating a document to a different folder for better organization or moving it to a shared area for team access, this guide will walk you through each step to ensure your document ends up in the right place.
Step 1) Log In and Access the Information Vault
Start by logging into your account on the platform with your credentials. This will take you to the main dashboard. Once logged in, navigate to the Information Vault located on the left side of your dashboard. This section houses all your uploaded files and folders.
Step 2) Locate the Document
Browse or use the search bar to find the specific document for which you want to set permissions. Once found, click to open the document.
Step 3) Select Change Folder From Ellipsis
In the top right corner of the document page, click on the ellipsis (three dots) icon. From the dropdown menu, select Move Document. If you do not have the option in the drop down that means that you do not have permission to move the document. Contact your administrator, if you need that permission access.
Step 4) Adjust Document Location and Select Save
In the Move File popup, you can view and edit the document’s location. Once you’ve entered the desired document location, select Move File to finalize your decision.
Done!
Your document has been successfully moved to the new location. You’ll now find it organized exactly where you need it in the Information Vault, keeping your workspace tidy and accessible. By following these steps, you’ve ensured that your files are stored in the most relevant spot, making it easier to collaborate and manage documents across the team.