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. 



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