Moving Documents Between Folders - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

Documents that are in a static folder can be moved to another folder by using the Move to Folder right-click option.

To move documents to a folder:

  1. Open the folder containing the documents you want to move.
  2. Select one or more documents from the Document List pane.
  3. Right-click the selected documents and select Move to Folder. The Move to Folder dialog box is displayed.
  4. Select the folder where you want to move the documents.
    Depending on your system configuration, you may be prompted to search a Folder Type upon selecting it. For more information on searching folders, see Searching for Folders.
  5. Ensure the Folder Type bar above the folder tree says Static or Static/Dynamic for the selected folder. Documents cannot be added manually to a dynamic folder.
  6. Click Move to add the documents to the folder.
The document is removed from the previous folder and placed into the selected folder. To have a document shared between multiple folders, see Copying Documents to Another Folder.

You may not be able to manually add documents to all folders. For potential conditions preventing you from adding documents to a folder, see If You Cannot Add a Document to a Folder