Copying documents from the Document Tray to a Research Folder

You can copy selected documents from the Document Tray to a Research Folder, without removing the documents from the Document Tray.

Since the Document Tray is emptied each time you log off of IntelliConnect, copying selected documents from the Document Tray to a Research Folder allows you to view them the next time you log in (while leaving them in the Document Tray should you want to view them again before ending your research session).

To copy documents from the Document Tray to a Research Folder:

• Click the Document Tray link located on the Navigation Bar.

The Document Tray is displayed on its own tab. The Document Tray folder displays on the left pane, and the number of documents contained in the Document Tray folder is displayed in parentheses to the right of the Document Tray folder.

• Click in the checkboxes next to the documents you want to copy to a Research Folder.

• Click the Copy selected documents link.

If you have not yet created any Research Folders, the "Create New Folder" dialog box is displayed.

• Type the name of the folder in the space provided and click OK.

Note: The folder name is pre-filled with the current date, which is the system default. You can leave the folder name as-is or type in a different name.

- Or -

If you currently have at least one Research Folder, the "Copy selected documents" dialog box is displayed.

• Click the drop-down menu, select the folder into which you want to copy the selected documents, and click OK. (Note: To copy the documents to a new Research Folder, select Create New Folder from the drop-down menu, click OK, type a name for the new folder in the space provided, and then click OK.)

The documents are copied to the selected Research Folder (but remain in the Document Tray as well), and a folder icon is displayed in the upper, left-hand corner of the document to indicate that the document has been added to a Research Folder.

TIP! You can click the Open Research Folder icon to open the Research Folder into which you copied the document.