Move Files and Folders in the Project Level Documents Tool

Objective

To move files and folders to a different folder in the Documents tool by dragging and dropping folders and files.

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the project's Documents tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the project's Documents tool with the 'Move and Copy Files and Folders' granular permission enabled on your permission template.
• Additional Information:
  • You must also have permission to view the file or folder. See Manage Permissions for Files and Folders.
  • You cannot move a file or folder while it belongs to a tender package. 

Video

Tip!  To skip to the relevant portion of the training video below, click the Chapters    icon on the video player and select Move a File or Folder. 

Steps

1. Navigate to the Documents tool.
2. Mark the checkboxes next to the files or folders you want to move.
3. Right-click on the selection and click    Move to.
   Note: This action can also be clicked from the banner or after clicking the vertical ellipsis    icon. 
4. In the window, click to select the folder you want to move the documents to. 
5. Click Move. 

See Also

• Create a New Folder in the Project Level Documents Tool