Sometimes, you may need to move a document from one folder to another. This may be because you're consolidating info, or because a document was uploaded to the wrong place!
Important Note: If you use the portal move feature - your links will NOT break! Read on and see the examples at the end of the article.
Let's look at how this is done.
Permissions: In order to be ABLE to move a document, you must have "Write" permission for both the folder you are leaving as well as the one you are going to.
In the example below, you can see I'm in the Sub Folder "Document Types" in the Folder "New Documents Examples," There, I'm looking at Word Document.docx:
Using the "Drop Down" menu, I selected Move.
A new Modal pops up, and it only gives me the option to move to folders I have permission for. (Note that the current folder is greyed out... you can't move to somewhere you already are!) I'm going to move this document to the IT Policies Subfolder, under Policies.
You will get a warning reminding you that you might be changing permissions without meaning to. Example: If "IT Policies" has different (more or fewer) permissions than "Document Types" - I may be adding or removing access. You will want to especially check Workgroup "Readers" if you use links on ages. Remember: if the workgroup doesn't have permission to 'read' it, then the workgroup can't display it!
Now I can open that IT subfolder and... TA DA! There it is!
Important Note: If you use the portal move feature - your links will NOT break! See screen caps below!
Before: Old folder
After: New folder