Copying or Moving Documents

Users with sufficient access can click and drag documents from one folder to another. Note, this will not alter the metadata applied to the document. If you move a document manually from one folder to another, you will need to re-code the document.

Follow the steps below to copy documents:

1. Select the document(s) to be copied or moved in the grid.
2. To copy the document/s to another folder, hold the Ctrl key, click, drag and drop the document to the destination folder in the Index Pane.