<< Click to Display Table of Contents >> Navigation:  Electronic File Management Functionality > Profile Docs > Moving Documents

Profile Documents may be moved to the account in which the document needs to be associated with.

 

Once a document is selected on this tab, select the Change File icon at the top left of the screen and select the Move File tab. The current account number will auto-populate in the list below. Select the appropriate reason for moving the document and then select the Save icon. The Profile Document will now be associated to the current Electronic File Management account number on the File List tab.

 

If the Profile Document needs to be moved to a different account number, overkey the account number in the search field.