How to Move Files from the File Inbox to a Deal Or Listing

To move a file from the File Inbox to the appropriate deal or listing

1. Open the File inbox report on the Home page Quick reports section by double clicking on the report
2. Click on the Action button of the File you would like to move
3. Click CUT
4. Open the correct deal or listing
5. On the files section of the Checklist tab Right click in that section
6. Click PASTE
7. The file will now be moved