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
On This Page
Locate and navigate to your web filing package
Common Steps
- Select the web form(s) that you want to move
- The button options display
- Click Move
Option A - Move to a New Package
- The Move Forms dialogue box display with A new package option pre-selected
- Enter a File Reference
- Click Create Package and Move Forms
- A success message displays
- Click the File Reference name to go to the package you moved the forms to
Option B - Move to an Existing Package
- The Move Forms dialogue box display with A new package option pre-selected
- Select An existing package
- Web filing packages display with My Own filter defaulted
- Select the existing package
- Click Move Forms
- A success message displays
- 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
- The Move Forms dialogue box display with A new package option pre-selected
- Select An existing package
- Web filing packages display with My Own filter defaulted
- Select to filter My Organization
- Select the existing package or search the package by file reference
- Click Move Forms
- A success message displays
- Click the File Reference name to go to the package you moved the forms to
