Modifying Documents/Folders

Move and Copy Documents/Folders

1. To move or copy a document or folder, first select the checkbox next to the relevant document name from the main screen and click Copy or Move.
   
   
   
   
2. Select the destination folder. Also note the necessary checkboxes for "Do not continue if an error or warning is found" and "If a file of same name exists, create a new revision" options. Click Move or Copy, depending on the need.
   
   
   
   
3. You will be taken to the final Move/Copy screen screen, where you will be able to see the results of the file operation.
   

Deleting Documents/Folders

1. To delete a document or folder, select the checkbox next to the document name from the Document List screen and click Delete. This operation will delete a file/folder from the desired location, however if the file is also in another folder location, it will remain intact in that location.
   
   
   
2. Alternatively, you may first click the folder or document to see details and then click the Delete button.
   
   
   
3. A safety screen will display the content details and confirm to delete the selected documents or folders. Click Delete to continue. Click Finished on the final screen.
   

Renaming Documents/Folders

1. If you would like to change the name, keywords or description of a document, go to the Document List screen. Under the "Functions" column, to the right of the document, click the corresponding Rename picture.
   
   
2. 
   A window will display the file name details. Enter a file name in the New Name box. Click Rename to finish.
   
   
   
3. Note: A file can not be renamed if it is locked. Unlock the file to rename.