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:
- Add Sub Folder
- Move
- Copy
- Delete
Note: The above gear menu options apply to the customer-created folders only and not to the system-defined root folder, "Attachments."
Using the "Copy" option lets you 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:
- The bracket ">" symbol between the source folder and the destination folder has the hover over text: "Copy to."
- The option "Copy" remains disabled until you select a destination folder.
- When the copy action is complete for a folder, the original source folder continues to show as the selected folder in the grid.
See Also
Document-Type Business Process Forms (With Folder Structure)
Adding Attachments to the Line Item
Importing Attachments (With Folder Structure)
Last Published Monday, August 28, 2023