There are two ways to reassign a File, along with its proposals, to another consultant within your company. You may need to reassign a File to another team member for reasons such as:

• A team member will be out of the office.
• Another team member is taking over the File.
• The File is transitioning to an operations team member after confirmation.
  

Step-By-Step Instructions:

Option One: From the Dashboard

1. Click the three dots to the right of the File.
2. Select Change File Owner from the dropdown.
3. In the pop-up, select the team member's name from the dropdown.
4. 1. You can also search through names by typing in the Search field.

Option Two: From the File Details

1. Expand the relevant File.
2. Click Open File Details.
3. Select File Owner.
4. From the dropdown, choose the agent you want to reassign the File to.
5. Click Save.

Keywords: File, reassign, reassign file, assign file to a different person, assign file to a different team member, file management.