Move Documents

You can change the locations and attributes of up to 100 documents from a project, enquiry, organization, or contact record.

To move documents:

1. Navigate to the record that you want to move documents from.
2. Click the Documents tab.
3. On the Basket tab, do one of the following:
   • To move selected documents, search for and select the documents. When you select a document, it adds it to the Temporary basket.
   • To move all documents in an existing basket, use the Current Basket list to select a basket.
4. Click Move Documents.
5. On the Move Documents window, select the location(s) that you want to move the documents to.
6. If any attributes are linked to any selected pools, you can define them in the Select Attributes section.
7. To maintain the original publish user and date, click the Preserve Published User and Date toggle to enable it.
8. Click Publish.