Copying and moving records
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Prerequisites
- Access to the Drive (DR001) menu.
- User connected with editor permission.
Introduction
The Copy and Move features in SoftExpert Drive allow the user to organize and optimize their records efficiently.
By using the Copy option, the user creates a copy of the record in Drive, which facilitates the editing and sharing process, keeping the original intact.
The Move option, on the other hand, allows you to transfer a record to a different folder, reorganizing the files as needed for more efficient management.
Copy record
1. Access the Drive (DR001) menu in the My drive view.
2. Place the mouse cursor over the file and expand the 
button that will be enabled.
3. Click Copy.
4. Select the folder to which the record should be copied.
5. Click Confirm.
- Records can only be copied when the user has editor permission or is the owner.
- Only folders in which the user has editor permission or is the owner can be selected as the destination for the copy.
- If the copied record is placed in a shared folder, it will inherit the sharing assigned to that folder.
Move record
1. Access the Drive (DR001) menu in the My drive view.
2. Place the mouse cursor over the file and expand the button that will be enabled.
3. Click Move.
4. Select the folder to which the record should be moved.
5. Click Confirm.
- Records can only be moved when the user has editor permission or is the owner.
- Only folders in which the user has editor permission or is the owner can be selected as the destination.
- If the record is moved to a shared folder, it will inherit the sharing assigned to that folder, in addition to the existing sharing settings. No existing sharing on the record will be lost.
Copy or move records in bulk
1. Access the Drive (DR001) menu in the My drive view.
2. Check the checkbox of the desired files.
3. Expand the Mass actions option that will be enabled.
4. Click Copy or Move as desired.
5. Select the folder to which the record should be copied or moved.
6. Click Confirm.
Conclusion
While the Copy function allows you to create duplicates of records to facilitate editing and sharing, the Move function offers a practical solution to reorganize files within the system.
Both options are essential for the efficient management of records in SoftExpert Drive, providing flexibility in organization and workflow.