Who is this article for?

Ideagen Quality Management administrators modifying the Documents tree.

Alter TreeandEdit Securitypermissions are required.

Documents and Folders can be manually rearranged in the Documents Tree in several ways. This article shows you how to make changes to the structure.

1. Moving items
   1. Drag and drop
   2. Cut/Copy and Paste
2. Reordering Folders

1. Moving items

1.1. Drag and drop

Drag and drop removes a Document or Folder from its present location and adds it to a new one.

To move an item:

1. Select Documents from the Navigation Menu.
2. Click and hold the item you want to move.
   You can only move one item at a time using this method.
3. Drag it to the new location.

The Folder structure refreshes with the item in its new location.

It will only inherit the security settings of the new location of the Inherit Settings from Parent option is enabled in the Security tab (in Document Properties). Display properties and General settings are not inherited.

Making one Document the Child of another through drag and drop does not create a dependency relationship. You must add one manually.
There can only be one Child Document nested under a Parent.

1.2. Cut/Copy and Paste

Cut and Paste removes a Document or Folder from its present location and adds it to a new one, while Copy and Paste adds another link to the item in a new location.

To move an item:

1.  Select Documents from the Navigation Menu.
2. Click the item you want to move.
3. Open Actions.
4. Select Cut Document or Copy Document.

5. Choose a new location.
6. Open Actions.
7. Select Paste Document.

The Folder structure refreshes with the item in its new location.

It will only inherit the security settings of the new location of the Inherit Settings from Parent option is enabled in the Security tab (in Document Properties). Display properties and General settings are not inherited.

Cut, Copy, and Paste options are not available if you do not have Edit security to that Folder.
If you want to create a second location for a Document, you must also be allowed to be an editor of the Document.

2. Reordering Folders

You can reorder all items within a Folder by using the Reorder Folder action. This allows you to drag and drop, move all SubFolders to the top, or alphabetically order all Documents and Folders.

To reorder Folders:

1. Select Documents from the Navigation Menu.
2. Highlight the Folder you want to order.
3. Click Reorder Folder.
4. Choose one of the available options.
   • Drag and drop contents manually reorders items at this Folder level.
   • Always Display SubFolders above Documents graphically places all Folders above any Documents also contained at this level in the Folder.
   • Reorder Alphabetically rearranges all contents in alphabetical order (enable Always Display SubFolders above Documents to rearrange Folders and Documents separately this way).
5. Click Save Changes.