Follow
Moving Documents

A user with manage rights on a document can move the document to another object.
The user must also have permissions to add documents to the new object to complete this action. 

When you move a document, any of the following will also move with the document:

  • Document versions
  • Document proofs
  • Document approvals

To move a document:

  1. Navigate to the document you want to move in one of the following ways:
    • Click Documents in the Global Navigation Bar. 
    • Find the object which has the document attached.
      Click the Documents tab on the object.
  2. Select the document you want to move.
  3. Click More, then click Move.
  4. From the drop-down menu, choose the Issue, Project or Task where you want to move the document. 
  5. Type the name of the Issue, Project or Task in the field provided.
  6. Click Finish
    The document is now moved to the object you chose.