How to Move a File from One Category to Another

Sky AI uses predefined rules and naming conventions to sort documents into specific categories based on their content, metadata, or uploaded details. This automatic sorting ensures efficient organization and easy retrieval of files.

Step 1: Enter Edit Mode

Navigate to the Doc List on the case page. Click the Edit button in the top right corner.

Step 2: Drag and Drop the File

Locate the file you want to move under its current category. Click and hold the file, then drag it to the desired category. Drop the file into the target category. A highlighted area will confirm the drop location.

Step 3: Save Changes

After placing the file in the new category, click the Save button to confirm the changes.

Step 4: Confirmation

The file will now appear under the new category. If needed, click Cancel during edit mode to discard any unsaved changes.