Moving Documents¶
Relocate documents to different folders or libraries within infoRouter.
Move vs Copy¶
| Operation | Original | Result |
|---|---|---|
| Move | Removed from source | Document relocated |
| Copy | Preserved | Two copies exist |
How to Move a Document¶
Method 1: Edit Menu¶
- Select the document(s) by clicking the checkbox
- Go to Edit → Cut
- Navigate to the destination folder
- Go to Edit → Paste
Method 2: Right-Click Menu¶
- Right-click on the document
- Select Cut
- Navigate to the destination folder
- Right-click in the folder
- Select Paste
What Gets Moved¶
| Item | Moved |
|---|---|
| Document content | Yes |
| Version history | Yes |
| Properties | Yes |
| Comments | Yes |
| Security settings | Inherits from destination |
Permissions Required¶
| Source | Destination | Required |
|---|---|---|
| Full Control | Write | Can move |
| Change only | Write | Cannot move |
| Read only | — | Cannot move |
Moving to Different Libraries¶
You can move documents between libraries if you have appropriate permissions in both.
Cross-Library Moves
When moving to a different library:
- Document inherits destination library policies
- Security settings are reset to destination defaults
- Verify you have necessary permissions in both libraries
Moving Multiple Documents¶
- Select multiple documents using checkboxes
- Go to Edit → Cut
- Navigate to destination
- Go to Edit → Paste
Restrictions¶
Cannot Move When
- Document is checked out
- Document is in an active workflow
- You don't have sufficient permissions
- Retention policies prevent movement