(Dansk version)

Overview

Moving the document deletes it in the original location and pastes it into a new location.

Moving the document using context menu

<aside> ⚠️ Please note:

• You can move multiple items at once.
• You need to have relevant permissions to move items. (see Organizational roles - Roles & Permissions)
  1. On location you must have the permission to:
     • Move document: Allows you to move documents.
  2. On destination you must have the corresponding permission to:
     • Create document: Allows you to create documents.
     • Create draft documents: Allows you to create draft versions of documents. </aside>

To move the document, right click the document and select Other>Move to location from the context menu.

The dialog box will appear allowing you to select the location.

Select the location and click Move.

<aside> 💡 Tips:

• For convenience, you can navigate to "Recently used cases" or "Recently used locations". It's also possible to select from "Favorite folders".
• To quickly find the desired location, use the "Search" field at the top. Click on the magnifying glass to select the element type for your search. Both the name and number of the element can be used.
• Additionally, it's also possible to create new cases or folders in the "Select location" window. </aside>

Moving the document using Drag and Drop

DocuNote allow you to use Drag and Drop to move documents between locations in the Explorer panel and Organization tree.

Simply drag the document you want to move to the new location and release it.

• The help text can assist in ensuring the move is made to the correct location.