How to move documents in bulk

Introduction

Documents can be moved from one location to another in bulk.

It is possible to move multiple documents in the following ways:

• Move multiple items from one filing cabinet to another filing cabinet

• Move multiple items from one document reference to another document reference, for example, from one client to another.

Move multiple items to another filing cabinet

In order to move multiple items to another filing cabinet:

1. Click Search in the bottom left of IRIS Docs.

2. Enter search criteria for items you want to move.

3. Highlight the documents. You can use the control key to pick particular items or press ctrl and A to select all items.

4. Right-click and select Move.

5. Select the new filing cabinet where the documents need to move to:

Alternatively it's possible to move documents from one document reference to another, for example, from one client to another client.  

To do this:

1. Click Search in the bottom left of IRIS Docs.

2. Enter search criteria for items you want to move.

3. Highlight the documents. You can use the control key to pick particular items or press ctrl and A to select all items.

4. Right-click and select Modify document reference.