Copy, Cut and Paste Document in the Folder Browser

This applies in Content Central v7.

Steps to Copy or Cut and Paste

1. Login to Content Central.

As an Admin or member of the Administrator Group.

Or, as a user proper permission to the configured Catalog and Document Type.

2. Go to Menu > Folder Browser > Catalog Folder.

3. Navigate to a Folder, as the Source Folder.

4. Check on the Document Card or in the List to select a document in the Source folder.

5. While a Document is CHECKED, click ‘Copy’ or ‘Cut’ icon showing in the task bar at the top right corner of the web page.

6. Navigate to another folder under the same Catalog Folder, as the Destination Folder. (Optionally, create a new folder under the Folder Browser. Steps here.)

7. Click ‘Paste’ icon showing in the task-bar.

If ‘Copy’ was clicked prior, the checked document in the Source Folder is copied to a new document in the Destination Folder.

If ‘Cut’ was clicked prior, the checked document in the Source Folder is transferred or moved to the Destination Folder.

Copy, Cut and Paste, Additional

These Document Type Permissions apply:

User logged in must have DELETE Permission to ‘Cut and Paste’.
User logged in must have ADD Permission to ‘Copy and Paste.’

Multiple documents can be CHECKED at once. (Click ‘Select All’ in the task bar to select all documents in the folder.) And therefore, multiple documents can be copied or cut, and pasted, at once.

After a ‘Copy and Paste’, the new document in the Destination Folder will have its own Document History, without any effect or reference to the document from the Source Folder.

After re-committing new field values to the document that were copied/cut and pasted, the document may be re-filed or saved in a different folder based on the Folder Building Items.

BY CHARLOTTE KING