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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.

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Note: Users require the ‘Land Write’ permissions to move land documents.

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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.

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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.

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

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From Land Docs Grid

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From Document View

  1. Click Move

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From Land Docs Grid

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From Document View

  1. Search and select the destination Land File

  1. Click Confirm Move

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Moving Multiple Documents

When moving multiple documents to another Land File this can be performed from the Land Docs Grid.

chevron-rightNavigate to Land Files & Land Docs Gridhashtag

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.

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

  1. Click Modify > Move

  1. Search and select the destination Land File

  1. Click Confirm Move

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