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You can move documents and folders from one location in TeamConnect to a different location in TeamConnect. Once you move a document, it is no longer available in the old location.

You can only move documents and folders that you created or to which you have the appropriate rights.

Note: To move documents, you must have View and Create document rights.

Moving Do's and Don't's

You cannot move documents from a system documents collection, such as Recently Viewed, Recently Modified, or Checked Out.

You cannot move documents into a system Documents collection.

You can move documents into your own My Documents folder or go to the Top Level folder > Users folder and locate the appropriate users documents folder.

You can move documents between different record types. For example, you can move a document from a contact's Documents page to a project's Documents page.