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Note: iManage API does not support moving Tabs currently.
Move Documents
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Documents can be moved to another folder, and the document id will be retained as the same id. The target folder reference will be populated. The document reference would be removed from the prior folder(s). Document metadata will be applied to the target folder if the target folder is missing that metadata.
Copy Documents
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This copies the document to another folder and creates a new document id. Again, the reference will be added to the target folder, but not removed from the prior folders. Document metadata will be applied to the target folder if the target folder is missing that metadata.
Add Reference
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The reference is added to the target folder for the document. The document is not moved or copied and resides in the original location. Referenced Documents take on the security and metadata of the target folder first, then the documents.
Note: If you are moving documents, folders, and workspaces, the Add Reference option is only available for the same server.
Jobs that fail while moving
As a user, when I move a workspace from one database to another, there will be only one version of the workspace.
If part of the move fails due to an issue like documents being checked out, mismatched security, or missing users, the entire job should fail and any items that moved should be hidden from the user.
If there are errors, I should not see a partial workspace in the source and a partial workspace in the target. I should see only the source workspace where the user can resolve the issues prior to retrying the job.
If multiple workspaces are selected as part of the move job, we should not fail the entire job, only the workspaces that have errors. If any workspace in that job does process successfully, that part of the job will be completed and any other workspaces that have errors will be hidden from the moved workspace.
Once the job is completed, the target workspace becomes unhidden and the source will be deleted.
NetDocuments
Move Folders
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Allows moving folders within the same workspace, or different workspaces. Folders can also be moved inside other folders or tabs. Search folders can be moved inside other folders tabs or workspaces. Security and metadata are also transferred.
Moving a folder will also move all of the folder's children. For example, this includes subfolders or documents.
Move Documents
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The documents can be moved to a new folder or cabinet. The security and metadata transfer. Document metadata will be applied to the target folder if the target folder is missing that metadata.
Copy Documents
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This copies the document to another folder and creates a new document id. Again, the reference will be added to the target folder, but not removed from the prior folders. Document metadata will be applied to the target folder if the target folder is missing that metadata.
Add Reference
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The reference is added to the target folder for the document. The document is not moved or copied and resides in the original location. Referenced Documents take on the security and metadata of the target folder first, then the documents.
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| Note |
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Be cautious: Currently, when email folders are moved from one database to another, the folder properties do not move. |
Scenarios
Move Folders
Allows moving folders within the same workspace, or different workspaces. Folders can also be moved inside other folders or tabs. Search folders can be moved inside other folders tabs or workspaces. The security and metadata are also transferred.
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This copies the workspace to another folder and creates a new workspace id. Again, the reference will be added to the target folder, but not removed from the prior folders. workspace metadata will be applied to the target folder if the target folder is missing that metadata.
Add Reference:
The reference is added to the target folder for the workspace. The workspace is not moved or copied and resides in the original location. Referenced Workspaces take on the security and metadata of the target folder first, then the workspace.
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