Move Folder/Document

Overview

The Move Folder/Document command allows the user to move a folder or document to another workspace within iManage.

The following screen opens, and the options can be selected to move a document or folder.

Select Target: Pick the Target Workspace by clicking the button.
Retain Document Numbers: If yes is selected, the numbers on the document will be retained from the source.
Option: This is the action to perform on the folder or document. Either Move, Copy, or Add Reference is available.
Copy history of documents: This allows you to bring over document history with the move or copy.
Security: Either the source security is retained or the target security is kept.
Metadata: Either the source metadata is retained or the target metadata is kept.
Move all versions of documents: When set to yes, all versions are moved, when set to no, only the latest version is moved.
Click Submit when completed.

Permission	Description

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.