This feature allows you to move documents from one archiving location to another, including offsite locations. This can't be used to move documents within the same location, to do this you can change the location when you edit a document, to follow the steps click here.
Note: This is an advance function that can be done. We suggest you contact us so we can help you with the move. We can assist with choosing the right place to move your documents, how to move them safely and help with the installation of the system in the new location properly to keep the stability and durability of it in optimal condition.
Step 1
On the 'Move' tab, click on the "create move list" icon.
Step 2
Select the current location of the documents and the intended location for the documents to be moved to.
Step 3
You can choose the department, date range and/or destruction range, otherwise, leaving these sections blank will search for everything. Click search and then click Add All Below to create the moving list.
Step 4
As you add to the move list, the number of boxes and documents will be displayed in the box to the right.
Step 5
Once you have created the list you can proceed to lists which need approval or download the report.
Click here to "View and Move Lists Awaiting Approval"