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Step-by-step guide

  1. Click on the Setup Icon.
  2. Click on the Module Setup Menu Item.
  3. Click on the Document Management Menu Item.

 

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Info
titlev22.1

As a user with the Add Folder permission, has the ability to move a folder and all associated documents to a different folder

  • Ability to move a folder and all associated documents to a different folder hierarchy
  • All the associate information and physical files will move as per the new hierarchy
  • All document history, approvals, and audit trails will remain with the document
  • The option is available both in the Corporate and Location folder setup


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