Moving or copying records & folders

To move or copy a record, generic record, or folder:

1. Locate the item in the Contents tree and click Edit on the item menu button .
2. Select Move this record / generic record / folder  or Copy this record / generic record / folder.
3. Select the destination folder and click on the Paste icon.

4. If a record with the same name already exists in the selected folder, you will be asked to enter a new record name or select a different folder.

5. Click OK to confirm the move/copy, or click Choose a different location at the top of the page to go back and select a different location in the tree.