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