Summary
Once documents have been uploaded to the platform, there is more often than not a need to move them from one location to another and we have various tools that allow us to sort documents within a particular folder or move them from one folder to another.
The aim of the session is to understand how documents can be re-ordered and moved on the platform.
By the End
You should have been shown the following:
The 'Move' tool
- How to move documents from one folder to another using the 'Move' tool
The 'Re-Order' tool
- What the standard ordering of a folder is
- How to move documents within a folder using the 'Re-Order' tool
The 'Sort By' tool
- What the tool is and how it can be used to re-order folders in a particular way
The 'Bulk Organise' tool
- How to move a set of documents in bulk from one folder to another using the 'Bulk Organise' tool
Points to Note
- Documents should only be moved out of 'In Progress' once the metadata has been QC'd.
- All moves need to be QC'd before a task is synced and replied to.
Following the Session
Ensure you can do the following:
- Moved documents from one folder to another using the 'Move' tool
- Re-ordered documents within a folder using the 'Re-order' tool
- Changing the ordering of a folder using the 'Sort-by' tool
- Moved a batch of documents using the 'Bulk Organise' tool