Transfer Documents Ownership

This feature allows you to transfer the ownership of the uploaded documents to another user or user group. When a user or user group is deleted, the uploaded documents will be orphaned. This feature can be used to transfer the ownership of the documents before a user or user group is deleted.

The Transfer Document Ownership link is displayed when the user is mapped to any one of the following roles:

·       Document MGMT advanced

·       Document MGMT authorize

·       Document MGMT phantom

·       Document MGMT write

For more details regarding Role and Functions, see Appedix A

Transferring Document Ownership to User

To transfer document ownership to user:

1.      From the Transfer Documents Ownership window, select the user whose document ownership you want to transfer from the User drop-down list.

The uploaded documents by the selected user are displayed under the Available Documents pane.

2.     Select the user to whom you want to transfer the document ownership from the Destination User drop-down list.

3.     Select the documents from Available Documents whose ownership you want to transfer by clicking button. The documents will be moved to the Selected Documents pane. You can click  to select all documents.

4.    Click Save.

Transferring Document Ownership to User Group

To transfer document ownership to user group

5.     From the Transfer Documents Ownership window, select the User Groups option.

6.    Select the user group whose document ownership you want to transfer, from the Group drop-down list.

The uploaded documents by the selected user group are displayed under the Available Documents pane.

7.     Select the group to which you want to transfer the document ownership from the Destination Group drop-down list.

8.    Select the documents from Available Documents whose ownership you want to transfer by clicking button. The documents will be moved to the Selected Documents pane. You can click  to select all documents.

9.    Click Save.