With the necessary permissions,
you can move and copy files and their markups from one project folder
to another if the destination folder does not have a file of the same
name existing. If a user attempts to copy or move a file to
a folder where the filename already exists the system will display the
icon
and prohibit the user from completing the action.
Copy:
Source Folder – Source File has no Versions – Copy only that File (if markups exist for this file, copy them as well)
Destination Folder – Destination File has Multiple Version – The Copied File becomes the Latest / Newest Version
Source Folder – Source File has Multiple Versions – Copy only the newest / most current Version of the File (if markups exist for this file, copy them as well)
Destination Folder – Destination File has Multiple Version – The Copied File becomes the Latest / Newest Version
Move:
Source Folder – Source File has no Versions – Move only that File (if markups exist for this file, move them as well)
Destination Folder – Destination File has Multiple Version – The Moved File becomes the Latest / Newest Version
Source Folder – Source File has Multiple Versions – Copy only the newest / most current Version of the File (if markups exist for this file, copy them as well)
Destination Folder – Destination File has Multiple Version – The Copied File becomes the Latest / Newest Version
Do not want to Move a file if it has multiple
versions and leave old files versions behind – in this case, copy
the most current version to the new destination.
Copy: If a user has Download permissions from the folder they are copying from and Upload permissions to the folder they are moving to, Copy is permitted.
Move: Moving files requires Delete permissions from the folder you are moving from and Upload permissions for the folder you are moving files into.
To move or copy a file follow the steps below:
From the project folder view, select the folder containing files that you want to move or copy into another folder.
In the file thumbnails view, select file(s) that you want to move or copy to the same folder.
Click the Move
Files icon 
to enter Move Files mode or click the Copy Files icon
to
enter Copy Files Mode.
The folders will now display the Move Files or Copy Files icon next to each folder name, depending on which icon was selected. Click on the Move or Copy Files icon beside the folder that you would like to move or copy the chosen files to.
Move Selected Files |
Copy Selected Files |
Rules:
You cannot move or copy a file to a folder displaying the red icon. Folders containing a file with the same name and the originating folder will all display this icon.
Files contained in any existing Incoming/Email or Incoming/Fax folders can be copied, but not moved.
The Move/Copy function will move or copy all versions of the selected file(s)
The original dates of all the metadata and markups associated with moved or copied files will remain the same as the original.
The history of all files moved or copied will be updated with the date and person who moved/copied the file.
After selecting the desired
file(s), click the Copy Selected Files
icon
.
