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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

  1. Select the document(s) by clicking the checkbox
  2. Go to EditCut
  3. Navigate to the destination folder
  4. Go to EditPaste

Method 2: Right-Click Menu

  1. Right-click on the document
  2. Select Cut
  3. Navigate to the destination folder
  4. Right-click in the folder
  5. 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

  1. Select multiple documents using checkboxes
  2. Go to EditCut
  3. Navigate to destination
  4. Go to EditPaste

Restrictions

Cannot Move When

  • Document is checked out
  • Document is in an active workflow
  • You don't have sufficient permissions
  • Retention policies prevent movement

See Also