Document Records Management

Copy a Document

The copy command allows you to either open a copy of the file or store a copy of the file on your network or local drive.

1. In the Documents Content frame, click the relevant document link.
   
2. In the bottom Content frame, click the Get a Copy button to open the File Download dialog box. Click the Save button to save a copy of the file to disk.
   

Transfer a Document

If a document has accidentally been saved to the wrong location or you are re-organizing your documents, you can easily transfer them to a different folder.

1. In the Documents Content frame, click the relevant document link.
   
2. Click the Transfer button. To transfer one or more documents at the same time, select the check box next to the document(s) you want to transfer, and then click the Transfer button. This opens the Transfer a Document form.
   
3. Select the Cabinet, Drawer, Category, and Folder you want to transfer the document to.
   
4. Click the Transfer button.

Note:  The document must be checked-in prior to transferring it to a different folder.

Delete a Document

Prior to deleting a document, ensure that it is not associated with an active project. You must first remove the association between the document and the project through the Workflow application. See the chapter on Workflow for additional information.

1. In the Documents Content frame, click the relevant document link.
   
2. In the bottom Content frame click the Delete button. At the Delete Confirmation message, click the OK button.

Note:  If a user has Level 5 access (Admin) and selects a document at the folder level to delete, all versions of the document will be deleted.
Only the document author or the Library Administrator can delete the document.