From one folder to another folder within the same Client
For various reasons, documents may need to be either moved or duplicated into a new location / folder. Nimbus allows you to simply Drag & Drop your files into their new location.
To perform the process you will need a view which shows both the folder you are moving the document from and the folder you are moving the it to. The example below shows that we will move a document from the 2016 folder to the 2017 folder:
- Click-and-hold on the document's icon and drag it to the folder you wish to move it to. The cursor handle becomes a small thumbnail of the file.
- When the destination folder highlights as green, release the mouse button and select either the Move or the Copy option.
From one folder to another folder but not the same Client
You can still move / copy a file from one location to another, even if the Client is not the same. The key is to setup a view which shows both Client Entities. This can be achieved via the Documents menu. If this cannot easily be archived, you can perform the following:
- Select the Documents menu.
- Ensure you have a folder view on the left hand side, and a list view on the right.
- Using the Folder filter option on top of the folder list to filter to the Client folder where the document currently resides. The document will then display on the right hand side of the page.
- Once you have the document showing on the right hand side of the page, clear the Folder filter option and enter a new filter to find the folder you wish to move the file to.
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