Move Document to Another Folder


This function allows you to move documents to folders, and move documents back to the top level (Library Desktop) folder.  Documents can be linked to multiple folders.  These instructions assume that the Document Library main edit page is displayed.

To move a document to another folder:

  1. If you need to change the organization, choose the organization from the drop-down list at the top of the page.

  2. Select the document that you want to move from the Document List.

  3. Click the Place this Document into a Folder(s) radio button in the Functions list.

  4. Click the OK button at the bottom of the page.
    The Place document page will be displayed.  There are two lists on the page - the Available Folders list which displays all folders, and the Assigned Folders list.  The Assigned Folders lists the folders in which the document is currently linked.

  5. If you want to link a document to a folder, select the folder name from the Available Folders list and click the Add button.
    The folder name will be added to the Assigned Folders list.

  6. If you want to remove the document from an assigned folder, select the folder name from the Assigned Folders list and click the Remove button.
    The system will display a verification message box so that you can confirm that you want to remove the folder.

  7. Click the OK button the verification message box.
    The folder name will be removed from the Assigned Folders list and the page redisplayed.

  8. When you are through with the function, click the Done button to return to the Document Library main edit page.

  9. If you are through with the Library Documents function, click the Done button to return to the Main Information page.

 


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