Remove a document from a folder

Once a folder has been created and documents or templates have been added to the folder, you can remove the document or template from the folder.  Removing a document or a template from a folder will only remove it from that specific folder.

To remove a document from a folder

  1. Locate the document in the list page
  2. Click the document name to expand the document detail popout
  3. Expand the details section to view the associated folders
  4. Click the x to remove the document from an associated folder
Tip:  There are multiple ways to locate the document or template you want to remove from a folder. One of the easiest ways is to first filter by the folder. That way, you can quickly narrow down to the files you want to remove.