How do I move documents to a dynamic folder?

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I have a dynamic folder set up and want to move some new messages to it - how do I do this?
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A Sutton

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Posted 4 years ago

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Paul, Alum

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Good Afternoon,

When you create a dynamic folder, the criteria you choose should automatically move stuff into those folders.  For example if you choose, Walmart as your trading partner, only invoices that were accepted, and adjusted the date range to your specific time frame, when you run the search and safe the folder that date range will be a rolling date showing accepted Walmart Invoices.  This video will walk you through the process. Please let me know if this helps or if you have any additional questions Thanks for your post!

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