--- title: "Copy or Move Document" slug: "copy-or-move-document" updated: 2026-02-23T23:26:20Z published: 2026-02-23T23:26:20Z canonical: "docs.visualvault.com/copy-or-move-document" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.visualvault.com/llms.txt > Use this file to discover all available pages before exploring further. # Copy or Move Document ## **Definition** --- The **Copy or Move Document** action is used to change the location of existing documents. **Moving** the document will take the original file and place it in a new location in the Document Library. **Copying** the document will create an identical document and place it in the new location while leaving the original document in place. ![Copy or Move Document action](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771537648407.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) ## **Instructions** --- To add the *Copy or Move Document* action to the workflow diagram, drag and drop the action from the list on the left onto a "+" icon in the workflow diagram. ![Workflow designer with the Copy or Move Document highlighted in the actions menu and attached in the workflow diagram.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771537567357.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) ### Properties --- The properties of the action can be customized on the step properties panel on the right-hand side of the workflow designer. ![Copy or Move Document properties panel](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image(292).png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Customize the **Step Name** and **Step Description** to add readability to the workflow action within the workflow designer. Under **Document Action**, select either *Copy document* or *Move document* to determine the action taken. This action has one configuration button, *Configure*. ### **Configure** --- Click *Configure* in the properties panel to begin configurations. Configurations on this action include setting the required **Target Folder Path** and **Document Search Conditions**, and the optional **Index Field Mappings**. ![Properties panel with the Configure button highlighted.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1667399074730.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) #### **Target Path** The first required configuration is setting the **Target Path.** This determines the folder that the document(s) will be moved or copied to. Configure the *Target Path* tab by typing in the *Enter Path* textbox. The path can be a static value, or you can append workflow variables as tokens. Add tokens by using the *Workflow variable* dropdown and *Append Token* button, or by typing the workflow variable name in curly brackets {}. ![Target Path configuration screen](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771538237152.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Target Path Syntax The syntax required for entering the target path can be found by clicking into the folder in the [Document Library](/v1/docs/document-library) and observing how it appears at the top of the main panel. ![Document Library with arrow pointing to the folder path /Finance/Pending](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771538135387.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Click the *Document Search Conditions* tab to continue configurations for the action. The *Save* button will not be available until both the Target Path and Document Search Conditions are valid. #### **Document Search Conditions** The second required configuration is setting the **Document Search Conditions** to determine which document(s) to move or copy. On the *Document Search Conditions* tab, begin by clicking the *+ New Condition* button or *Add Condition*. ![Document Search Conditions tab](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771615684385.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Searching for documents can be done by comparing a **Data Source** (either **Document Field** or **Index Field)** to either dynamic **WF Variables** or static **Values**. Any document can be updated if you can configure the appropriate search conditions. When document data events trigger a workflow, one common scenario is to copy or move the originating document. **To search for the originating document**, you can use the following search condition: Document Field | Document Id | = | WF Variable | DocID ![Document Search Conditions with a search for the originating document.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771614936475.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Multiple Documents from Search Results Document Search conditions can return one or many documents. All documents returned by the search will be acted upon by the *Copy or Move Document* action. The *Save* button will be available once both the Target Path and Document Search Conditions are valid. You can click the *Save* button at this time to commit the change and return to the workflow designer. Alternatively, click the *Map Workflow Variables to Index Fields* tab to continue optional configurations. #### **Map Workflow Variables to Index Fields** As a document is copied or moved, there is also an option to map values onto the index fields of the document through the **Map Workflow Variables to Index Fields** tab. **Index Fields** can be updated with dynamic **Workflow Variables** or hard-coded **Values**. Begin by clicking the *+ New Mapping* or *Add Mapping* *button.* ![Map Workflow Variables to Index Fields tab](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771865933323.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) In the *Index Field* dropdown on the right, select what field is being updated. In the *Data Source* dropdown on the left, select either *Value* or *WF Variable*. For Values, type a static value in the *Value* field. For workflow variables, select a variable from the *WF Variable* dropdown list. ![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771865782649.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) - Additional mappings can be added on a new line by clicking the *+ Add Mapping* button. - Lines can be deleted by checking the box on the left and then clicking *Remove Mapping*. Click the *Save* button to commit the changes and return to the workflow designer. ![Save button](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771866679614.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D) Save button The Save button will only be available once both the **Target Path** and **Document Search Conditions** are valid. If the Save button is greyed out, check the configurations on these tabs. ## **Troubleshooting** The workflow designer will prevent you from publishing a workflow when configurations are incomplete. Here are the most common error messages and how to address them. #### **![Publishing error message](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771869956466.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A40%3A10Z&se=2026-10-13T14%3A40%3A10Z&sr=c&sp=r&sig=P0nukZnxaBxEjy3jhYGVgDDGaROTumLs19VDVZW86J8%3D)** | **Message** | **Fix** | | --- | --- | | **Copy or Move Document:** 'destinationPath' must not be empty. | [Configurations](/v1/docs/copy-or-move-document#configure) are missing. Target Path and Document Search Conditions are both required configurations. |