If you have the Alter Tree permission, you can manually rearrange documents and folders in the Browse Tree. You will also need Edit Security to any items you want to move, as well as their parent folders.
Drag and Drop
You can Drag and Drop a document or folder only if you have Edit Security to the item you're moving, the location you're removing it from, and the new location.
| 1. | Click the desired document or folder. Keeping it selected, drag it to the other folder, then release. |
| 2. | The Browse Tree refreshes with the document or folder in a new location. |
You can Cut, Copy and Paste documents and folders only if you have Edit Security to the item you're moving, the folder you're cutting or copying the item from, and the folder you're moving it into. Cut and Paste removes a folder or document from its present location and adds it to a new location. Copy and Paste simply adds another link to the item in a new location.
| 1. | Right click a document or folder and select Cut or Copy, then right click another folder and select Paste. The Paste option may appear greyed out if you do not have Edit Security to that folder. |
| 2. | The Browse Tree refreshes to show your changes. If you copied the item, there is now a link to that item in a second folder. |
Removing a link does not cause an item to be deleted, and you may remove as many locations as you wish as long as you leave at least one. For information on removing a document from the Browse Tree entirely, see Retire.
| 1. | Right click the document or folder in the Browse Tree and select Remove Document Location. |
| 2. | At the confirmation screen, click Remove Document Location. |
Reorder Folder
| 1. | Right click a folder and select Reorder Folder. The screen shown below opens in the View Frame. |
| 2. | Check Keep Folders on Top if you want to force folders to the top of the list while alphabetizing or rearranging manually. |
| 3. | To re-arrange documents and folders, simply drag and drop, then click Save Changes |
| 4. | To alphabetize documents and folders, click Reorder Alphabetically. Changes are saved automatically. |
Rename Folder
| 1. | Right click a folder and select Rename Folder. The Rename Folder screen opens. |
| 2. | Enter a new title in the text field and click Save Changes. |
| 1. | To create a folder, first open the Browse Tree, then click any folder and select Add Folder. Please note that if you do not have Edit Security to the selected folder, this option will be grayed out. |
| 2. | The Add Folder screen appears. Enter a New Folder Title in the text box. |
| 3. | Click Add Folder. |
| 4. | The screen refreshes, and the following confirmation message appears |
| 5. | If you return to the Browse Tree, you will find that the new folder has been added to the parent location you selected in step 1. Please note that new folders are automatically set to inherit all settings from the parent. See Folder Properties-General for more information. |
| 6. | To remove the folder, first expand it to confirm that it contains no documents, then right click and select Remove Folder. |
| 7. | Following a screen refresh, you will be asked to confirm your choice. Click Remove Folder. If the folder contains documents, you will see the following error message: "You cannot delete a folder which contains documents. Please move or delete existing documents in this folder then try again." If the folder is empty, you will see the confirmation message "The folder was removed successfully." |
