Copying Folder (Standard View)

If you have permission to create folders in a Document-Type Business Process For (With Folder Structure), then you can see an additional option in the gear menu: Copy. The gear menu options will be:

Using the "Copy" option enables you to copy a folder into the same path where it currently exists. In this case, the name of the newly created folder will be: "Copy of <original folder name>."

Notes:

See Also

Document-Type Business Process Forms (With Folder Structure)

Adding Attachment to the Line Item

Importing Attachments (With Folder Structure)



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Last Published Monday, April 11, 2022