This article explains how to move documents and folders from Team Folders or Secured Folders. You can move documents and folders to any AODocs library that uses Google Drive.
When you move content from one library to another, the original content is removed from the source library.
You can also copy content from Team Folders or Secured Folders to other libraries.
Different options apply when moving content from Document Management libraries.
Learn more about copying and moving content:
In this article:
Automatically generated table of contents
Before you start
Who can move content to other libraries from beta views?
In beta views, by default only library administrators can move documents to other libraries or to a user's Drive. They also need specific permissions in the target library. They must be:
- at least contributor in the target library
- document creator in the target document class
A custom configuration flag lets contributors or readers in a library move documents to other libraries in which they are contributors.
Important: This custom configuration can be configured by API only. It isn't available in the administration interface. Learn more about how to activate this custom configuration using the API.
If users are prevented from duplicating documents in your document class:
- library administrators can only move documents or folders – they can't copy them
- the move action isn't displayed at all for contributors
Who can move content to other libraries from new views?
In new views, permissions for moving documents or folders depend on the destination:
- all users can perform move actions within the same library
- only library administrators can perform move actions to other library or to to a user's Google Drive
Move content from new views
1. In a new view, select one or more documents and/or folders.
Notes:
– You can't move the root folder. You can move any other folder or sub-folder in the hierarchy.
– You can't move draft documents from Team Folders or Secured Folders. If you select a draft document you can launch the move, but the draft document won't be processed.
2. Click Move and select Move to another library.
3. Select the destination library from the drop-down menu.
4. If your destination library has more than one document class, you can select the class into which to export your documents. A drop-down menu appears when you position your cursor in the Document class field.
5. Click Move.
A status message indicates that the copy is in progress.
A confirmation message appears when the copy is complete.
You can access the destination library homepage from the messages.
Move content from beta views
Run the move operation
1. In a beta view, select one or more documents.
Notes:
– You can't move the root folder. You can move any other folder or sub-folder in the hierarchy.
– You can't move draft documents from Team Folders or Secured Folders. If you select a draft document you can launch the move, but the draft document won't be processed.
2. Open the More actions menu and select Export.
3. In the dialog, select Transfer to an AODocs library.
4. Click Next.
5. Select the target library from the drop-down menu.
6. If your target library has more than one document class, you can select the class into which to move your document. A drop-down menu appears when you position your cursor in the Document class field.
Notes: The option to select a document class isn't available if:
– your source or target library is a Team Folder
– you selected one or more folders to move
7. Click Export.
Notes about document classes:
If you don't select a document class:
– the document is moved to the same document class if the target library has a document class that matches a selected document's class
– the document is moved to the default document class if the target library doesn't have a document class that matches a selected document's class
In beta views you can select the current library as the target to change the document class. If you do this having selected documents of different classes, only the remaining classes are available in the drop-down menu.
To change the document class we recommend switching to new views, which have a feature to convert the document class.
View progress of the operation
Optionally, click the here button to view progress of the operation.
Details of the job status open in a new tab. Learn more: Monitor the progression of jobs run from views.
What's next?
When the move is complete, you can:
- Reload the view (if you ran the move operation from a beta view): to refresh your current view in AODocs
- Open export folder: to open the export folder in Google Drive
- Stay in current library (if you ran the move operation from the document page): to return to the current library homepage in AODocs
Note: In Google Drive:
– When you move a document, the document URL stays the same after the move operation.
– When you move a folder, the folder URL changes after the move operation.
Move a document from the document page
1. Open the More actions menu.
2. Select Export.
3. Follow from step 3 in the process to move documents from beta views.
What happens during the move?
During the move, AODocs:
- creates an export folder named Export - [current date and time] containing the selected documents or folders
- moves the export folder to the target library
- notifies the user who performed the move operation
Note: This operation is recorded in the library audit log.
Email notification sent to the user who launched the move operation