When a new category is added, an existing file may need to be moved to another category. Follow the steps below:


  1. Click on the apps icon at the top right of the toolbar and then select Files
  2. Search for the file which has to be linked by clicking on the category the file is in or by searching for the files of a client or object 
  3. When the right file has been found, click on the menu iconand choose for Move to to move the file to another file category
  4. The modal to change the file category
  5. Select the category to which the file should be moved
  6. Click on Move to save the changes
  7. The file has now been moved to the file category