Moving Objects

enaio® webclient 11.10 »

In enaio® you can move documents and registers within the same cabinet. The content and index data of the object will remain the same, only the location changes. To move a register and document, you will need to go to the filing location of the object you want to move.

Folders cannot be moved because folders can only be created in the top layer within the enaio® filing system.

To move documents or registers, follow these steps:

  1. Open a location.

  2. Select a document or register.

  3. Open the context menu.

  4. Click or tap on the Cut icon Cut icon in the context menu.

  5. Open a different folder or register.

  6. In the structure area or the object list of the new location, select the relevant folder or register and then open the context menu by right-clicking or pressing and holding the entry in enaio® mobile.

    Alternatively, you can also open the More actions iconMore actions menu in the workspace or move your mouse over the empty area in the content area in the table view and then open the context menu by right-clicking or pressing and holding the empty area in enaio® mobile.

    The following applies if you are using enaio® mobile on a smartphone:

    On smartphones, the navigation and content areas are not placed next to each other due to space constraints. You can switch to the navigation area by tapping the Register tree icon Register tree icon in the title bar of the filing location. Tap the Arrow to right iconArrow icon to return to the content area.

  7. Click or tap on the Insert icon Insert icon in the context menu.

The document or register is moved to the new location.