1. Once logged in, click Main Menu (≡) on the header,  click Documents and then Files
  2. Perform the security action and login to your box account if you are logged out of it.
  3. Select the file/folder you want to move and click Move or Copy located at the top of the box window.

Or

    Select the file/folder you want to move and click on More Options icon of that               specific file/folder.
    Click Move or Copy under More Options.

    4. Select the destination folder within the LawGro folder, where the file/folder is                supposed to be located and click Move.

NOTE: If you move an existing file/folder to LawGro which is not associated with any contact or matter, then the specific file/folder will be just seen under documents list as un-synced in LawGro and Box.


Learn more about Document Management


Related Articles:

Document management overview
Setup Box integration
Permission levels to access files in LawGro
Create a new file
Upload new file/folder to LawGro
Share file/folder from LawGro
Delete file/folder


About LawGro:

LawGro helps lawyers deliver Client Happiness, Grow & Manage legal practice.

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