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Moving Documents to Libraries

Coe Hoeksema
  • Updated

Single Document Block via Document Options Ellipsis

  1. Click the document to activate the document options bar.
  2. Click the Document Options Ellipsis.
  3. Select Move to Library.
  4. Select a destination library from the Select Library dropdown menu.
  5. Select an option from the Move Options dropdown menu.
  6. Populate Custom Fields, if applicable.
  7. Click Move.

Basic Document Block via Document Options Ellipsis

  1. Click the Document Options Ellipsis.
  2. Select Move to Library.
  3. Select a destination library from the Select Library dropdown menu.
  4. Select an option from the Move Options dropdown menu.
  5. Populate Custom Fields, if applicable.
  6. Click Move.

Basic Document Block via Manage Documents

  1. Click the Block Settings Cog.
  2. Select Manage Documents.
  3. Click the Document Options Ellipsis.
  4. Select Move to Library.
  5. Select a destination library from the Select Library dropdown menu.
  6. Select an option from the Move Options dropdown menu.
  7. Populate Custom Fields, if applicable.
  8. Click Move.