Move a Document to a Different Inbox
Creation date: 6/10/2026 1:19 PM
Updated: 6/10/2026 2:06 PM
Overview
This article helps you route a document to a different inbox. You may need this when the document arrives in the wrong inbox or needs to move to another work queue.
Steps
- Click Inbox.
- Open the document.
- Click the inbox name in the header.
- Search for the destination inbox, or choose one from the list.
- Click the inbox you want to use.
- Review the updated inbox name on the document.
Troubleshooting
- If you do not see the inbox you need, then confirm that the inbox exists in Config > Practice Inbox or confirm that you have access to move items.
- If the document does not move, then reopen it and try the update again.