You cannot move documents to a Case or Plan folders. Instead you have to download a document to your machine and then upload it to Case/ Plan folders. Moving documents to different folders should be available across the board. Currently it’s not.
Laura King
•
Aug 15, 2025
This would be very helpful for us going forward as well.
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Comments2
Karolina Oslonska
May 22
You cannot move documents to a Case or Plan folders. Instead you have to download a document to your machine and then upload it to Case/ Plan folders. Moving documents to different folders should be available across the board. Currently it’s not.
Laura King
Aug 15, 2025
This would be very helpful for us going forward as well.