Copy or move entries

You can move or copy entries from one active folder to another, either in the same room or another. This also applies to entries in active folders with a workflow.


How to move or copy entries

Perform the following steps to move or copy entries between active folders:

  • Open the active folder that contains the required entries
  • Select the entries you want to move or copy
  • Select More options> Copy to copy the selected entries (or right-click an entry and select Copy from the rightclick menu)
  • Click More Options> Cut, to move the selected entries (or right-click an entry and select Cut from the rightclick menu)
  • Open the folder you want to move or copy entries to
  • Click on the Paste button (or rightclick the folder you want to move or copy entries to, and choose Paste from the menu)

Which information is moved/respectively copied?

When moving the entries, the following information is included:

  • All fields and their values that ​​match the corresponding fields in the destination folder 
  • All attachments
  • In addition, the folder from which the entry was moved from is logged

When copying the entries, the following information is copied to the new entry:

  • All fields and their values that ​​match the corresponding fields in the destination folder 
  • In addition, the folder from which the entry was moved is logged
  • All attachments
  • Note that the original logs and comments on the entries are NOT copied 

NB:
If the field definitions in the folders do not match, you will get a warning and can then choose whether to continue or cancel the operation.
You will see a list of the fields that do not correspond between the folder you move or copy from and the destination folder. If there are mandatory fields in the destination folder, that do not have values in the source folder, these fields will also be listed.

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