Move Documents

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

 

 Users require Workspace Administrator or Document Publisher Role on target folder to move documents within the folders of a  Workspace

 

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

 

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 dropdown

 

 

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

 

 Click on Continue to move the documents to the selected destination folder.

 

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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