Moving and Copying Documents

Move a Single Document

Check the box on the left of the entry in the Document List. Left mouse click anywhere on the entry, then drag and drop to the target folder. OR  Right-click on the document and select "cut" from the context menu. Then on the folder where you want the document, right-click over a document or folder and select paste.

Move Multiple Documents

Select the check box next to each document you want to move. Then select and hold down the left mouse button over the entry of one of the selected documents. While holding down the left mouse button, drag the mouse over the name of the folder where you want the documents to reside.

Copy a Single Document

Check the box of the entry in the Document List. Ctrl + Left mouse click on the document's entry in the document list, then drag and drop to the target folder. OR  Right-click on the document and select copy from the context menu. Then on a folder where you want the document right-click over a document, or folder and select paste.

Copy Multiple Documents

Select the check box next to each document you want to move. Then while holding the ctrl key down, select and hold down the left mouse button over the view icon of one of the documents. While holding down the left mouse button drag the mouse over the name of the folder where you want the documents to be copied.

Move

Permissions

• Must be Editor or Owner of the source folder and target folder.
• Inherit security from the target folder and drop all document-level security assignments.

Move

Approval Route

• If the target folder has an Approval Route, it will be initiated on completion of the move.

Move

Naming Conventions

• The original Document ID will be kept with each move.

Move

Index Fields

• Inherit Index Fields from the target folder.
• Previous Index Fields are added to the parent folder so existing index information is not lost.

Copy

Permissions

• Must be Owner or Editor of the source and target folder.
• Inherit Security from the target folder and drop all document-level security.

Copy

Approval Route

• Document checked into the folder as a new revision.
• If an approval route exists on the folder, it is initiated upon completion of the copy.

Copy

Naming Conventions

• Document uses the target folder's naming convention.
• If the target folder has no naming convention then the user is prompted for a Document ID.
• With no naming convention, copying multiple files forces a sequence number to be appended.

Copy

Index Fields

• Document will inherit index fields from the target folder.
• Previous Index Fields are retained.