Creating a new Research Folder from the Document Tray

If you want to move or copy documents from the Document Tray into a new Research Folder, you can actually create the new folder during the process of moving or copying the documents.

To create a new Research Folder from the Document Tray:  

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.

The "Copy selected documents to a folder" or "Move selected documents to a folder" dialog box is displayed.

The "Create New Folder" dialog box is displayed.

The new folder is created, and you are returned to the "Copy selected documents to a folder" or "Move selected documents to a folder" dialog box.

The new research folder you created is now available on the drop-down menu.

Note: The folder you created is added to your Research Folders. To view the new Research Folder you created (along with everything else you have added to your Research Folders), click the Research Folders link or icon located on the Quick Bar.

Related Topics