1.Open the Documents page that contains the document that you want to move, and then select its corresponding check-box. You can select more than one check-box only if you intend to move all of the selected documents to the same location.

2.Select one of the following options:

oOn the global Documents page, click More Actions, and then select Move Document.

oOn the Documents page for a record, click the Move icon.

A confirmation message appears at the top of the screen confirming the number of items that you want to copy.

3.Select one of the following options to select the location where you want to move the document(s).

oTo move documents to your own Documents page, click the Documents tab, and then, in the left pane, click My Documents.

oTo move a document to another users, click the Documents tab, and then, in the left pane, click Top Level. On the Documents -Top Level page, in the Name column, click the Users folder and then click the name of the user to whom you want to move the document.

Tip: To alphabetize the list of users, on the Documents - Top Level page, click on the Name label.

oTo move documents to a different record type, locate the appropriate Documents page. For example, if you want to move a document from your personal Documents page to the Documents page for an Invoice, click the Finance tab, click the Invoices sub-tab, and then click the Documents link in the left pane.

4.Click Paste.

The document is moved to the selected Documents page.

If one or more of the documents fails to move, you will see an error message. A document move may fail for several reasons, such as the document that you want to move is checked out by another user.

If the document is not visible in the selected location, you may not have rights to move documents in TeamConnect. Contact your system administrator.