ℹ️ This feature is only accessible to Admins and Publishers.
You and your internal team can initially upload documents to Workflow for streamlined and collaborative project management. When you are ready to securely share these documents with the the external buy-side teams, you cam move the documents from Workflow into the Document Index.
How to move documents from Workflow
To move the documents from Workflow, just follow these simple steps:
1. Choose the workflow tab or section:
Navigate to the specific workflow tab you want to move the documents from.
Click on the three-line Action menu in the top-right corner of the page, and select Move documents.
Alternatively, you can access the Action Menu (the three lines) next to the tab name, section name, or sub-section name, and choose Move Documents from there.
2. Select the documents to move to the document index:
After clicking the Move documents button, a pop-up window will appear, allowing you to select the documents you want to move.
Once you've chosen the documents, you can decide whether to Create Folders from Tabs and Sections.
If you’re moving documents from the tab level and select this option, the tab name becomes the main folder, while sections and sub-sections are converted into sub-folders, as shown in the example below:
ℹ️ Note: Unsectioned documents are stored within the tab folder/main folder.
Click on Select Target Folder, then choose the folder where you want the documents to be moved.
ℹ️ Note: You can also specify whether the moved document(s) should be enabled or disabled on the right hand side. Security is always inherited from the parent folder.
Finally, click Move documents to move the selected documents to the chosen folder.
A small notification will appear in the bottom-right corner of your browser window once the process is complete.
🤔 Things to note
When you move documents, they will be removed from the Workflow Tab.
After moving, an automatic link to these documents will appear in the workflow tab under the column Linked Documents. You can access the documents by clicking the provided links, which will open in a preview window. Alternatively, you can click the pop-up button to view the document in the Document Index.
You can move a maximum of 500 documents at a time from a Workflow tab to the Document index.