File Move/Copy

Please remember that you must never close your browser or navigate away until you receive a "Success Message." Otherwise, your files will become unusable and require unnecessary additional steps to repeat the process.

To move or copy a file, select the dropdown on the row and choose move or copy.

 

  • Source: This is the current location of the file.
  • Destination: Choose where you want the file moved or copied.
  • Settings: Set the settings for the file
    • Security Level: The security level (1-9) determines whether or not the user will see this file. Users will see files at their assigned security level and below.
    • Security Section: Files can be tagged with a custom security section. Users will see files within their security level and below with their assigned sections and without a section.
    • Ignore Duplicates: The default is (Yes) to ignore duplicate files. If set to (No), duplicate files will be uploaded with an appended number or overwritten.
    • Overwrite file if exists: If Ignoring duplicates is (No), this determines if the file will be uploaded with an appended number or overwritten/replaced.
    • Keep Document Tags: The default is (Yes), which means the document tags set on this file will remain. If set to (No), they will be removed.
  • Summary: Lists the settings set for the file.