This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
From the Document List View or Find Document Query Result List:
DocuXplorer will allow you to copy a document within a Cabinet or to the Work Folder or a folder in another Cabinet. When documents are copied or moved all versions of the document are copied or moved with the document.
To create a copy of a document:
Right click the document and choose Copy
Right click on the folder and choose Paste Options | Paste
What to expect when...
When copying a document to the same Cabinet
When you copy and paste a document within the same Cabinet a Duplicate document is created with a new internal document ID. The document is treated like a brand new document and not associated with any versions or short cuts. The subject field name will also be changed with the additional text "Duplicate of <Original file Name>".
When copying a document to a different Cabinet
When you copy and paste a document to another Cabinet the internal document ID is maintained and support for updating it when copying it back to the original cabinet is maintained.
For example:
If a document has been copied to a different Cabinet and changes have been made to either the index information or the document image DocuXplorer will recognize those changes when that document is copied or moved into and Drawer or Folder in its original Cabinet. The program will inform you that the document being copied or moved already exists in the Cabinet but has been changed. The dialog box will show the dates of modification for the source and destination document and will ask you to choose to update the document, leave the document as is, or create a new document (Duplicate) from the source document.
Selecting "Update" will result in the original document taking on the modifications in the document being moved back into the Cabinet and creates a Shortcut to the document if the paste or drag and drop location is in any folder other then where the original is located.
Selecting "Update All" occurs when multiple documents are being copied or moved and works the same as "Update" but applies your choice to all documents being copied or moved back into the Cabinet.
Selecting "Cancel" will leave the current document in place without modification and will not process the remaining documents that are being moved or copied..
Selecting "No" will leave the document in place without modification and will continue the process the remaining documents that are being copied or moved.
Selecting "New Doc" will result in a new document with the modifications being created with a new internal ID.
Shortcuts are placeholders that when opened will open the original document that still remains in its original location. Modifying a document or its index will modify the original document. Shortcuts can only be created for documents that are located in the same Cabinet. Shortcuts cannot be created for a document and pasted into a different Cabinet. Users will recognize a shortcut to a document by its unique icon. The icon will still represent the original document's associated application but will have a small angled arrow on the lower left hand corner.
Shortcuts are valuable when you need to place a document in multiple folders but do not want to have more than a single copy of that document being viewed and/or edited by your users.
To create a Shortcut to a document;
Right click the document and choose Copy
Open the folder within the same Cabinet you are copying the shortcut to
Right click in the folder and choose Paste Shortcut
Cut and Paste will remove the selected documents from their original location and move them to the Paste location. When moving a document from one Cabinet to another all versions are moved with the document but shortcuts to the document are deleted as there is no longer any reference to an original document.
To move a Document:
Right click the selected document and select Cut.
Right click the destination Folder and select Paste
or
Use the Edit Menu on the Menu Bar to cut and paste to a new folder
Or Drag and Drop the Document:
Highlight the Document.
Hold down the left mouse button and drag the selected item to a Folder. When dragging a document to a new location hovering over an object (Cabinet, Drawer or Folder) will automatically open the object allowing you to navigate to the proper destination.
then release.
Tip:
As with the copy command documents can be moved from any Folder or Query Results List in the Find Document dialog.
To select more than one document to move, hold down the CTRL key, and highlight the items to move. To select a group of documents in a series hold down the SHIFT key