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.
   If Smart View is not enabled, use the Smart View slider to toggle it on.
3. Select the check box of each document that you want to move.
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.