Move Documents

To organize your asset documents, you can move the documents to other folders or to another asset if needed. This guide will include how to move both single and multiple documents to other locations.

Note: Users require the ‘Wells/Locations Write’ or ‘Facilities/Pipelines Write’ permissions to move asset documents.

Moving Single Documents

Moving a document to another location can be performed from both the Asset Docs Grid and when viewing the document.

Navigate to Assets & Asset Docs Grid

Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.

Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.

  1. Either from the Asset Docs Grid or Document View click the dropdown menu

From Asset Docs Grid

From Document View

  1. Click Move

From Asset Docs Grid

From Document View

  1. Select the destination Asset Type (Surface Location, Well, Facility, Pipeline)

  1. Search and select the destination Asset

Note: When searching for an Asset (Surface Location, Well, Facility, Pipeline), there are several parameters that can be searched. Matching search results will display as the input is entered.

  • Surface Location – Search by Surface Location

  • Well – Search by Location, UWI or Licence #

  • Facility – Search by Location, Facility ID, Facility Name or Licence #

  • Pipeline – Search by Location, Pipeline Name or Licence-Line #

Alternatively, you can select Use Current option and will choose the asset you are in currently.

  1. Select a destination Folder and click Save

Moving Multiple Documents

Moving multiple documents to another location can be performed from the Asset Docs Grid.

Navigate to Assets & Asset Docs Grid

Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.

Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.

  1. From the Asset Docs Grid select the document(s)

  1. Click Modify > Move

  1. Select the destination Asset Type (Surface Location, Well, Facility, Pipeline)

  1. Search and select the destination Asset

Note: When searching for an Asset (Surface Location, Well, Facility, Pipeline), there are several parameters that can be searched. Matching search results will display as the input is entered.

  • Surface Location – Search by Surface Location

  • Well – Search by Location, UWI or Licence #

  • Facility – Search by Location, Facility ID, Facility Name or Licence #

  • Pipeline – Search by Location, Pipeline Name or Licence-Line #

Alternatively, you can select Use Current option and will choose the asset you are in currently.

  1. Select the destination Folder and click Save

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