How to move documents in SharePoint?

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July 20, 2014 Tips No comments

how to move documents sharepointSharePoint is one of the best services that Microsoft offers. I’ve been using it for past some time now, and have found it totally fabulous. I’ve many friends who use and applaud this service. They often report me some complexities in using it. One often I hear is the complexity in ‘moving documents in SharePoint’. After going through some forums, I came to know that it’s the common problem that people face. Some just opt for the tedious and time consuming way of saving the file to local hard disk first and then uploading it to SharePoint. Although it lets them do the ‘document moving’ task, but why to opt for this such a complex method when you can easily move documents in SharePoint?

Yes, it’s quite easy to move documents in SharePoint. This article provides you the step-by-step info about how to do so.

Simple Method to Move documents in SharePoint

  • First of all, you need to select the documents that you want to move. For this, just hover your mouse point over the intended documents in the document library. A list arrow will appear on the right side and check box will appear on the left side.
  • Now you have two options with you. Either you can simply click the list arrow that lies on the right side and then click Send To option, or you can click on the check box that lies on the left side and then can click on the Send To option that lies in Copies group in Documents contextual tab.
  • Now, select the option Other Location.
  • You will see a Copy dialog box on screen. In the text field meant for entering Destination library or folder, you are required to enter the URL of the intended destination. Clicking on the blue colored text ‘Click here to test’, will test your entered destination URL. It’s done to check if you are moving your documents to the right location.
  • The Copy dialog box also gives you the power to specify a new name for the copy. Here you can enter your intended name.
  • In the Update section in that Copy dialog box, there is option that let you decide about whether to prompt the author to send updates when the document is checked in? Select Yes or No as per your desire.
  • If you want to enable the Alert feature, then tick the checkbox that lies left to the option ‘create an alert when changes are made to the source document’.
  • After you are done setting the options as per your needs, just click the ‘OK’ button. It will bring a prompt box that will warn you to recheck your set settings. Do it and then click ‘OK’.
  • Click ‘Done’ when the copying process is complete.

That’s it. The copy of the selected document(s) will now be there in your set destination. Of course, the original documents(s) remain intact. Any changes that you make to the copied document, don’t get applied to original document.




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