Folder to Folder:

  1. On the user's menu panel, click the Document Management
  2. Open Document Manager
  3. Select and open an existing document
  4. Select the document/s, then click the Move button. Move Documents screen will open.
  5. Select the document, then select a different folder
  6. If the folder is associated with Document Type, required fields should also be filled.
  7. Click the Save button once done.

 

Record to Record:

  1. On the user's menu panel, click the Document Management
  2. Open Document Manager
  3. Select and open an existing document
  4. Select the document/s, then click the Move button. Move Documents screen will open.
  5. Select the document, then select a different Record No. and folder
  6. If the folder is associated with Document Type, required fields should also be filled.
  7. Click the Save button once done.

 

 

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