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  1. Select Target: Pick the Target Workspace by clicking the button.

  2. Retain Document Numbers: If yes is selected, the numbers on the document will be retained from the source.

  3. Option: This is the action to perform on the folder or document. Either Move, Copy, or Add Reference is available.

  4. Copy history of documents: This allows you to bring over document history with the move or copy.

  5. Security: Either the source security is retained or the target security is kept.

  6. Metadata: Either the source metadata is retained or the target metadata is kept.

  7. Move all versions of documents: When set to yes, all versions are moved, when set to no, only the latest version is moved.

  8. Click Submit when completed.

Hidden Fields

  • Retain Document Numbers field

  • Copy history of documents field

  • Handling source after move field

Permissions

Permission

Description

Move Workspaces

The ability to move a workspace from one to another.

Move Folders / Documents

The ability to move a folder or document between workspaces.

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