Move Documents
To organize your land documents you can move the documents to other land files if needed. This guide will include how to move both single and multiple documents to other land files.
Moving Single Documents
When moving a document to another file this can be performed from both the Land Docs Grid and when viewing the document.
Navigate to Land Files & Land Docs Grid
Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.
Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.
Either from the Land Docs Grid or Document View click the dropdown menu
From Land Docs Grid
From Document View
Click Move
From Land Docs Grid
From Document View
Search and select the destination Land File
Click Confirm Move
Moving Multiple Documents
When moving multiple documents to another Land File this can be performed from the Land Docs Grid.
Navigate to Land Files & Land Docs Grid
Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.
Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.
From the Land Docs Grid select the document(s)
Click Modify > Move
Search and select the destination Land File
Click Confirm Move
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