Move to eTMF

Users can move a selected document to the eTMF by clicking the Move to eTMF button in the top menu bar. This opens the Select Index Position pop-up window for document placement.

1. Select the checkbox of the document that needs to be moved to the eTMF.
2. Click the dropdown menu of the Document button OR click the three-dot menu next to the checkbox of the selected document.
3. Select the Move to eTMF option.

   

4. A Move to ETMF popup window is displayed.
5. Expand the appropriate dropdown. Keep expanding until there is no dropdown arrow for any folder.
6. Select the checkbox of the appropriate folder. Until then, the OK button is disabled.
7. Click the OK button displayed at the bottom of the popup window.