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Moving Unfiled Document To Different Realm   
Occasionally you will add a document to the wrong Realm. This can be corrected by moving the document to a different Realm from the unfiled documents. To do this:
  • Select the document that you wish to move from the 'Filing' list and 'Right Click' to display the context menu.
  • Select 'Move to Different Realm' and the 'Data Entry Portal' will be displayed (Fig 2) allowing you to select the correct Realm and also allowing you to update the document information ( filename and description)

Once you enter the correct information and hit 'OK' the document will be placed in the 'Filing' list in the Realm you selected.

Fig 1

Fig 2
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