How to Move a Document to a Folder

This article covers moving files to a folder in the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Documents tab

To access the Documents tab, expand the Chart/EMR, and the tab will be revealed.

Step 3: Move a Document to a Folder

Click on the three dots on the far right side of the document, and the action to move the document will be revealed.

Upon clicking, all the folders created in the client card will be listed, and the option to create a new folder will also be included.

The document will be moved successfully.

By following these steps, you can easily move documents into folders.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.