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.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding Users
- Archiving
- Branding
- Creating a Custom Login Email
- Deactivated User Search
- Delete a Folder
- Deleting a file(s)
- Document Viewer
- Document Viewer Overrides
- Downloading
- Editing a Folder
- Editing File Settings
- Editing Your Profile
- Email Room Users Notifications
- File Move/Copy
- Folder Templates
- How to Clear Browser Cache
- Importing New Rooms
- PDF Upload Best Practice
- Permission Policy
- Removing Encryption from a PDF
- Reports
- Reports
- Searching for Files
- Security Levels and Security Sections
- Uploading Files
- User Search
- Watermarking
- Zip Upload