Moving Files Between Workspaces

Modified on Wed, 8 May, 2024 at 11:44 AM

Navigate to the client-matter to be moved in ND.
Check that all files have been checked in. To find them all:
1. Click the three dots in the search bar for Advanced Search options.
2. Scroll down and click "Show more options". Further down you'll see a checkbox for "Checked out". Make sure it is checked off.
3. Click the Search button for a list of all documents that are checked out.
4. Go down the list and check in each one. This must be done manually for each document.
5. Once done, return to the workspace.
Start by moving each yellow folder to the new workspace. Do them one at a time. The files will be moved as well.
Once the folders are moved, switch to List View to start moving the rest of the files.
Start selecting and moving the files by clicking their check boxes to select them. For large workspaces of 100+ documents, doing them in groups of 50-80 allows NetDocs to move them and update properly without the webpage freezing during the move.
Once all files have been transferred, head to the new workspace and "Refresh Workspace" for the moved files to appear. Until you do this a user WILL NOT be able to see all the files that have been transferred.

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