Copying and Moving

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Copying and Moving

You can easily copy and move documents within your system to organize your files effectively.

 

To copy a document

 

Copy:

Select files or folders you want to copy.

oEdit Menu: Go to the Edit menu and select Copy.

oToolbar: click on Copy icon.

 
Paste:

Use the tree view to select the desired destination folder.

oEdit Menu: Go to the Edit menu and select Paste.

oToolbar: click on Paste icon.

 

note Note:

When creating a new version of documents while pasting, the version notes, document notes, and profile of the current document are overwritten with those of the new document being pasted.

 

 

 

doc_security Security:

To copy and paste files or folder, you must have minimum 'Read' rights on the source location and minimum 'New Version/Check out' rights on the destination location.
 

To cut and paste files or folder, you must have minimum rights of 'Overwrite/Delete'  on the source location and 'New Version/Check out'' rights on the destination location.

 

 
To move documents

Move:

Select files or folders you want to move.

oEdit Menu: Go to the Edit menu and select Cut.

oToolbar: click on Cut icon.

 
Paste:

Use the tree view to select the desired destination folder.

oEdit Menu: Go to the Edit menu and select Paste.

oToolbar: click on Paste icon.

 

This operation can also be performed by simple click and drag method.

 

 

note Note:

Document Versions: When moving a document, all versions of the document will be moved to the destination location.
 

Profile: When moving documents between folders with mismatching available profiles. Documents will take their profile with them irrespective of the available profile settings at destination folder.