Skip to main content
Conga Support

Moving a Document

You can move a document from one Contract Profile to another, and from one Company Profile to another using the Move Document Wizard. You can also move a document from a Contract to a Company Profile, which saves you the dual tasks of deleting a document from one profile, and uploading it to another profile.  Although the Move Document Wizard is available in a Project Profile, the wizard's only function for a project is to move documents among the Contract and Company Profiles that are housed in the project.

A document is moved from the Documents browse screen in a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to moving a document in a Company Profile and Project Profile.

A

Documents link

Click to display the Documents browse screen.

B

Document records

Locate the MS Word document you want to move, and click on the document record to open its Document Profile.

C

Search option

To quickly locate a document, type the first few letters of the document name or other identifier in the Search field, and click the icon. To clear the filter, click on the icon.

Note: If you only know part of the document name or other identifier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you wanted to search for a document that contains the word "Certificate," you could enter *cert* in the Search field.

Important: Use the Search filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

Documents26

D

Advanced menu and Move Document button

Click on the Advanced button in the Action Bar to display a menu, and select Move Document to launch the Move Document Wizard, which will step you through the process of moving a document from one profile to another. If the Advanced button is not present, click on the expand  icon.