Moving Documents

enaio® client • 11.10 »

You can move documents in enaio® client using the mouse.

Documents from the filing tray can only be moved into one type of folder which was set up specifically for the document type.

  1. Select a document from a folder window, a portfolio, or the filing tray.

  2. Open a folder window as the target location.

  3. Press and hold the mouse to drag the selected document to the target location.

  4. If you drag the document onto a folder in a different cabinet, choose a document type and index the document using the type-specific index data form.

The document is moved.

You can select multiple documents at once and move them within a cabinet.

If you drag the object while holding down the right mouse button, a context menu will open. Select whether you want to move the document or copy it to another location.

The administrator can restrict or disable the ability to move documents that are not in the filing tray system-wide, or make this dependent on system roles. Documents can also be moved even if other users are editing the content or the index data.

Moving Documents From One Cabinet to Another

You require the system role of the same name in order to move documents from one cabinet to another.

A document can be moved to a different cabinet. If there are several document types to which the document could be assigned, you will need to select a document type. If there are index data fields with the same internal name, the data is transferred from these fields. Data from fields that cannot be assigned to other fields with the same internal names is lost and cannot be restored.

The index data form is opened after a document is moved. If indexing is canceled, the move is not undone. The data may be inconsistent data if indexing is can celled; for instance, mandatory fields are not filled in. The administrator can disable the option that causes the index data form to open.

All information linked to a document, e.g., notes, desktop shortcuts, or the history, is also transferred.

Only the history of data that has been assigned to a field with the same internal name can be viewed using the index data history, and only this data can be restored.

Archived documents or documents being edited by other users cannot be moved to a different cabinet.

When multiple documents of the same type are moved to a different cabinet, the index data forms are not opened. The administrator can switch off the feature used to move several documents.