Move Documents

Documents published to Workspace folders may be moved to other folders within the Workspace .

 

 Users with Admin permissions on source folder can move documents  

 Users require Publish, Publish & Link, Admin permissions on target folder to move documents to other folders.

 

The following lists the steps to link file/s into other folders within Workflow:

 

1. Select file/s to be moved to another folder in the Workspace, from the document listing page

 

 

2. Click on the  icon in Edit Documents  options drop down

 

 

3. Select the destination folder to move the selected document/s

 

    

 Users may copy documents to another folder for a selected application by selecting a folder to which  they have the permission to access.

 

 The folders displayed in grey cannot be selected for moving documents.

 

4. Click on Continue  to confirm selection

 

5. Confirmation page  will be displayed to show the documents that can be moved

 

 

 A list actions which need to be cleared or delegated for the users who do not have access to  the destination folder are also displayed

 

Such documents can be moved only when the actions for the user not having access to destination folder are cleared or delegated to other users

 

 

 Click on to clear  actions

 

 Click on to delegate actions

 

 A list comments which  need to be cleared for the users who do not have access to the destination folder are displayed

 

 

 Click on to clear  unread comments

 

 Click on Continue to move the documents to the selected destination folder, once all the unread comments have been cleared and all the incomplete actions have been cleared or delegated .

 

Hints: For following scenario's documents cannot be moved:

 

User moving the documents does not have Admin access to one or more of the sub folders from where the documents are being moved.

Doc Ref already exists at destination folder

One or more of the documents selected from various folders for moving, have same Doc Ref

Filename of one of the revisions already exists in destination folder

One of the revisions of the files  selected for moving have same filename.

 

 

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