Copying Folder (Standard View)

If you have permission to create folders in a Document-Type Business Process For (With Folder Structure), 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>."

Note:

• 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.