How do I move a document from one folder to another?

This can be accomplished in a couple of ways:

 

  • Using the Batch Actions tool on the Documents list (Admin Users)
  • Editing the Document directly

 

Using the Batch Actions (Administrators Only):

  1. Visit the Documents page to see the list of documents.
  2. Locate the document(s) where you would like to re-assign the folder
  3. Place a checkmark next to each of the documents
  4. Click on the "Batch Actions" tool at the top of the upper-most checkbox
  5. Select "Update Folder for Selected"
  6. You will then choose the target folder and click OK

By Editing the Document:

  1. Visit the Documents page to see the list of documents.
  2. Locate the document you would like to edit and if needed, click Check-Out then Edit
  3. Scroll to the Folder section and select the new folder
  4. Click "Update Document" to save
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.