In the Data Explorer application, you can move folders, sequences, documents, and composite documents to a different folder.

Prerequisites

  1. Your role must have the required Ardia Core permission to move data in the Data Explorer application. For more information, see Edit Ardia Core privileges for a role.
  2. You must have Full Access permission for the source folder and Can Edit permission for the destination folder to move a folder or its content (documents or sequences). For more information, see Manage folder access.

Procedure

  1. Open the Data Explorer application.
  2. Navigate to the folder that contains the item that you want to move.
  3. In the content area, do one of the following:
  4. Select on the item's row and then select Move To.
  5. Right-click the item's row and then select Move To.
  6. Select the checkboxes of one or more items and then select Move To on the command bar.

  7. TIP

    To select consecutive items, press and hold the SHIFT key and select the first row and the last row of the items that you want to select.

    To select non-consecutive files, press and hold the CTRL key and select each row.

    To select all the items in the folder, select the checkbox next to the Name column heading.

    You can select and move a combination of folders, sequences, and documents together.

  8. TIP

    You can also use the Cut and Paste commands in the shortcut menu, or the equivalent keyboard shortcuts (CTRL + X and CTRL + V), to move an item to a different folder.

    You can also select and drag the items to the destination folder in the content area or in the navigation pane to move the items.

  9. NOTE

    The Move To command is available when you select one or more items with the Live, Live Archive Locked, or Live Archive Incomplete status.

  10. In the Confirmation dialog box, select the destination folder.
  11. (Optional) Select Cancel or to exit without making any changes.
  12. Select Move To to move the items to the selected folder.

  13. NOTE

    You must select a folder with the Live, Live Archive Locked, or Live Archive Incomplete status. If you select a synchronized folder or a folder with any other status, an error message is displayed at the bottom of the Confirmation dialog box.

  14. If you try to move an item of the same file type and with the same name as one already in the folder, the application sends an error message stating that there is a duplicate item and cancels moving that item.
  15. If there are no errors, the Add a Comment dialog box opens.
  16. Enter your comment and then select Save.

  17. NOTE

    The Add a Comment dialog box opens only if the Prompt for Comments When Saving toggle is turned on in the Global Settings (according to the audit policy in your organization). See Configure global settings for the Ardia Platform.

    The comment that you enter is added to the Comment column of the Audit Trail Viewer. See Open the Audit Trail Viewer.

  18. The Ardia Platform sends an in-app notification confirming that the item is moved.