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How to Resequence Documents in a Folder

This option is only available in Review.

In some situations, you may want to change the order of documents within a folder after it has been set-up (learn about creating folders here). In your Nextpoint database this feature is called resequencing.

To resequence documents in a folder, follow the directions below:

On the Review tab, select the documents you’d like to resequence and click on “Bulk Actions”.

bulk_action.png

 

In the Bulk Actions pop-up screen, click the Resequence option located under “Folder Actions.” Select the folder in which you want to reorder the documents, and a start number (the position you would like to “move” the documents to in folder’s sequencing).

Click “Update Documents” and the documents selected will be renumbered, and the entire folder resequenced accordingly.

resequence.png

 

Please note: When choosing to resequence, selected documents will automatically be grouped by email family.

E.g. If a selected document currently has a number of #3000 in the folder sequence, and you change it to #3; the document will be renumbered (#3), it’s email family will fall into sequence directly following, and all documents in succession will be renumbered accordingly.

 

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