The Move/Copy Documents action will move or copy existing documents between or within Records


Options


    • Move or Copy - Specify whether you want to MOVE the Documents or COPY them. If you MOVE them then the Documents are re-assigned as is to the new Record. If you copy them then new Documents are created as copies and are assigned to the new Record.


    • Document ID - If you know the ID of the Document to copy/move you can specify it here. Otherwise you can use the Cat/SubCat/Name selectors.


    • Move From - Specify the Category / SubCategory / Name of the Documents to move or copy. The Documents in the FROM Record are queried and the Documents matching these values are acted upon.


    • Move To - Specify the Category / SubCategory / Name of where to save the Documents when moved or copied. The Documents are saved there in the specified TO Record.


    • From Record ID - the ID of the Record to move/copy FROM. Leave it blank to use the active Record. 


    • To Record ID - the ID of the Record to move/copy TO. Leave it blank to use the active Record. 


    • Document Data Updates - You can update Document data as they Documents are being moved. This is NOT the same as Record Data!!



All Category, SubCategory and Name, Document ID and Record ID fields can contain static values or variables.