Required Roles: Workspace managers (to move folders)
Required Permissions: Edit access to documents and folders
Documents and folders can be moved individually or in bulk to organize your workspace. The system will indicate which items can be moved and which have restrictions due to active workflows or locks.
Overview
Before moving a document, verify it is not locked and does not have an active workflow. Documents in workflows must have the workflow completed before they can be moved. Folders can only be moved by workspace managers.
Moving Documents
Move a single document
Click the menu button on the document you want to move.
Select Move from the menu.
Navigate to the destination folder and click the three dots next to its name.
Click Place to confirm the move.
Move multiple documents at once
Select multiple documents by holding Ctrl (or Cmd on Mac) or Shift and clicking each document you want to move.
Click Move from the bulk action menu that appears. The system will show which documents are ready to move and which cannot be moved due to locks or workflows.
Locate and select the destination folder in the folder browser.
Click Move Documents to confirm the move.
Moving Folders
Only workspace managers can move folders. Follow the same process as moving documents: select one or more folders and initiate the move. The system will indicate which folders are ready to move and which have restrictions.
Step 1 – Move a single folder
Enter Workspace Manager Mode.
Click the menu button (three dots) next to the folder you want to move.
Select Move from the menu.
Navigate to the destination folder and click the three dots next to its name.
Click Place to confirm the move.
Step 2 – Move multiple folders at once
Select multiple folders by holding Ctrl (or Cmd on Mac) or Shift and clicking each folder.
Click Move from the menu. The system will show which folders are ready to move.
Navigate to the destination folder and click the three dots next to its name.
Click Place to confirm the move.
