Moving Documents Between Buckets

If you have the proper permission from your XDOC Administrator, there are two ways to move documents between buckets:

  1. Drag Method - Highlight the document(s) and drag them to another bucket. When moving the documents, the destination bucket will be highlighted in yellow. Use the Ctrl+click and Shift+click functions to highlight and drag multiple documents.  

    NOTE: You can drag the documents anywhere in the destination bucket and then documents will automatically be placed in the correct category

Drag Method


2. Toolbar Method - Highlight the document(s) in question then click the Bucket selector drop down icon on the Document List toolbar.  Then choose destination bucket in question. You'll then be asked to click Ok to confirm or Cancel to cancel the action.

Toolbar Method