Copy / Move DMS docs to Another DMS Folder
When you need to copy documents (one or more) from the DMS to another DMS folder,
- Select the documents in the DMS folder
- hold down your CTRL key holding the CTRL key “copies” the documents
IF you are just MOVING the documents – do not press the CTRL key
- Drag the documents to the other Workspace DMS
- A window will come up enabling you to change the Description (name) of the document, then click Save. The copied documents will have new different document numbers, but otherwise will be an exact copy, with the same original date.
NOTE!!! RIGHT-clicking a document and JUST changing the properties of a DMS document (as in the client/matter number) does NOT move the document!!!
Copy DMS docs to Flash Drive
When you need to copy documents (one or more) from the DMS to put on a flash drive or CD for someone,
- Select the documents in the DMS folder
– hold down your CTRL key holding the CTRL key “copies” the documents instead of just putting the ‘link’ there.
– then drag the documents to the hard drive icon (or to your desktop)
(it’s easier with two monitors)
#TipOfTheWeek