Forum Discussion

knn's avatar
knn
2 years ago

Moving incorrectly saved documents between filing cabinets

Is there any way to 'refile' incorrectly saved documents in AE?   In the Profiling Section, it is easy to change the Year, but the Filing Cabinet box is greyed out.   At the moment, we are resavi...
timmmmmmmm's avatar
timmmmmmmm
2 years ago

My experience is that you cannot move them once they are completed. You can only change the year.

 

If they are in progress you can change the filing cabinet and client