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Move Button Availability

Button is Available

  • The Move button is available on Draft web forms within a package
  • The Move button is available on E-signed web forms within a package

Button is Not Available

  • The Move button is not available on Submitted web forms within a package
  • The Move button is not available when a package is in Submitted status

Move Button Capability

  • The Move button can move forms to a new or existing web filing package
  • The Move button only works on Web Filing

Locate and navigate to your web filing package


Common Steps

  1. Select the web form(s) that you want to move
  2. The button options display
  3. Click Move

Option A - Move to a New Package

  1. The Move Forms dialogue box display with A new package option pre-selected
  2.  Enter a File Reference
  3. Click Create Package and Move Forms
  1. A success message displays
  2. Click the File Reference name to go to the package you moved the forms to

Option B - Move to an Existing Package

  1. The Move Forms dialogue box display with A new package option pre-selected
  2. Select An existing package
  3. Web filing packages display with My Own filter defaulted
  4. Select the existing package
  5. Click Move Forms
  1. A success message displays
  2. Click the File Reference name to go to the package you moved the forms to

Option C - Move to an Existing Package in the Organization

  1. The Move Forms dialogue box display with A new package option pre-selected
  2. Select An existing package
  3. Web filing packages display with My Own filter defaulted
  4. Select to filter My Organization
  5. Select the existing package or search the package by file reference
  6. Click Move Forms
  1. A success message displays
  2. Click the File Reference name to go to the package you moved the forms to