Moving files

Moving files relocates them in Worldox, removing them from their original locations. To profile and move a file in Worldox:

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight the file listing(s) in the right-side worklist, then select Move from the File pull-down list. You could also click Move  in the toolbar, or right-click with the file(s) highlighted and select Move to Worldox from the right-click menu.

Note:  You can move multiple files at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

  1. Profile the moved file(s).

Then, depending on how profile groups and user access are set up at your site, you could see the Select Profile Group dialog, overlying the File > Move profile form. In the Select Profile Group dialog, double-click the profile group to which file(s) are being copied, or highlight that listing and click Select in the toolbar.

Otherwise, you go straight to the File > Move dialog.

Next step:  Fill out the File > Move form to finish moving the file(s).