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Move Contract Document Wizard

The Move Document Wizard moves documents from one Contract Profile to another Contract Profile, or from a Contract Profile to a Company Profile. This tool is helpful in the event you make an error and upload a document to the wrong profile, or if you upload a document as a new document, rather than a revision to an existing document.

The Move Document Wizard is available from any Document Profile screen in a Contract Profile.

A

Documents link

Click to display the Documents browse screen.

B

Document records

Locate the document you want to move, and click on it to display its Document Profile screen. The latest version of the document displays in the Document Profile screen.

Note: If revisions to a document have been uploaded, a revision number (greater than 1) displays in the Revision column.

C

Move Document button

Click to launch the Move Document Wizard.

 
Step 1: Read Welcome Screen

A

Next button

Click to proceed to the next step of the wizard.

 
Step 2: Select Current Document or Document Family

A

Document Selection options

Click inside one of the following radio buttons to indicate what you want to move:

  • Please click here to move only the current document. This is the document whose profile you opened.
  • Please click here to move this document's entire document family. A document family refers to the original document and all of the revisions to the document that have been uploaded to the system.

B

Next button

Click to proceed to the next step of the wizard.

 
Step 3: Choose a Document Location

A

Document Location options

Click inside one of the following radio buttons to indicate where you want to move the document:

  • Company - moves the document to a Company Profile.
  • Contract - move the document a Contract Profile.
  • Document Family - moves the document so that it is now grouped with another document. For example, if you erroneously uploaded a document revision as a new document, selecting the Document Family option allows you to move the document so that it now appears in the hierarchy of the original document in the Documents browse screen.

B

Next button

Click to proceed to the next step of the wizard.

 
Step 4: Identify Target Location

A

Company Name or Contract Number list

Click in the field to display a window with a list of all the companies or contracts in your Novatus database.

B

Company or Contract record

Locate the company or contract you want to move the document to, and click on it to select it. The selected company or contract appears in the field list.

C

Search option

If you want to quickly locate a company or contract, enter the first few letters of the company or contract name, or other identifier, in the Search field, and click the icon. To clear the filter, click on the icon.

Note: You can also use the navigation icons and the Page field to locate the company or contract.

D

Next button

Click to display the next step of the wizard.

 
Step 5: Review Document Move Summary

A

Document Move Summary

Verify the information on the document (or document family) move to the Company or Contract Profile.

B

Finish button

Click to move the document (or document family) and complete the Move Document Wizard.

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