Copy documents

With the Copy Documents button, you can copy documents between entities which have an established relationship, such as between a capital project and a facility.

Prerequisites for this functionality:

• You must initiate the Copy Documents action from the originating entity.

• The originating entity must have a relationship with the destination entity.

  For example, you can copy a document from a location to a portfolio, or from a portfolio to a location. The relationships are bidirectional.

• The destination entity must have at least one folder.

To copy a document to a related entity:

1. Click Copy Documents.

   This displays in the Actions menu on the right side of the page.

   The Copy Documents window opens. The first step has a list of related entities. You must choose an entity that has folders. You can select the Has Folders check box to only list entities that have folders.

2. Select the entity you want to copy documents to.

3. Select Next.

4. Do one of the following to select the documents to copy:

   • 1. Select the List All Files check box.

        The folder view is replaced with a list of files and the Select All Files check box is shown.

     2. Select the Select All Files check box to select the files that are currently listed or enter Search criteria and click Search to narrow the number of documents listed, then select the Select All Files check box to select the files that are currently listed.

        If you clear your search criteria, records that were previously filtered out but not selected are listed, but their check box is cleared. In that scenario, to select those files, you must either select their check boxes individually, or clear and reselect the Select All Files check box.

     3. Select the check box next to each file you want to copy.

   • Expand the folders and select the check box next to each file you want to copy.

5. Select Next.

   The documents you selected appear in a list.

6. For unmatched document folders:

   • In the Skip column, select the check box of each file you do not want to copy.

   • In the To Folder column, choose the folder you want to copy the file to.

     If a matching folder is found, it is populated in this column.

7. Click Finish and OK.