Move Documents

Make the following selections from the menu to display this tab:

eFinancials—Special—Utilities—Move Documents and

ePO—Special—Utilities—Move Documents

Use this utility to copy Documents in folders to the database. It also provides a way to migrate previously-stored documents from the database to the file location specified in the global policies Other tab.

The utility function depends on the setting for the global policy Store Saved Documents in folder:

If the global policy ischecked, this utility will move documents from the database to the folder specified in the global policy. The move-documents process will create the folder and also update the database.
If the global policy is unchecked, this utility will copy documents from the folder to the database. The file is not deleted from the folder location.

Note:

The utility moves Documents from the database to the folders, but copies from folders to the database.

Refer to Storing Documents for more information.

To Move Documents

Effect of Global Policies