COBBLESTONE SOFTWARE

Contract Insight — User Guide

Folders : Move Files

07. End Users - Contracts › Contract Attachments › Folders : Move Files

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A file is moved between folders from its own Document Tools window. The Organise section includes a Move to folder tool alongside Edit details, Versions, and History. Selecting it lets the file be relocated from its current folder (Root Folder or any subfolder) into a different folder on the same record, without re-uploading the file.

2. Key Elements

• Document tools (briefcase icon on each file row): opens the file's Document Tools window.
• Move to folder: in the Organise section of the Document Tools window; opens the Move to Folder window.
• Move to Folder window: lists Root Folder and every subfolder on the record. Click a folder to move the file into it.
• Files are moved one at a time. Selecting files with the checkboxes in the file list does not provide a move action; it only changes Download all to download the selected files.
• Moving a file changes only its folder location within the record — it does not create a new version or change its check-out state.
• After a move, the file appears in its new folder and no longer appears in its previous folder's file list. The file counts in the Folders list update to match.

3. Navigating to a Record's Attachments

1. From the Contract Insight homepage, click the Requests/Contracts icon in the left navigation bar, then select Contracts.

2. On the Contracts list, locate the contract (use the Search box or the column filters if needed) and click Manage on its row.

3. On the contract record, click the Attachments & Templates tab. The Files / Attachments panel opens.

4. Moving a File to Another Folder

1. Navigate to the record's Attachments & Templates tab (see Section 3).
2. In the Folders list, select the folder that currently contains the file (for example, Root Folder).
3. On the file's row, click the Document tools (briefcase) icon.

4. In the Document Tools window, scroll to the Organise section and click Move to folder. You can also type "move" in the Find a tool box to locate it.

5. In the Move to Folder window, click the folder the file should be moved to. Click X to close the window without moving the file.

5. Confirming the Move

1. In the Folders list, select the destination folder. The moved file now appears in its file list.
2. Select the original folder to confirm the file no longer appears there. The file counts beside each folder update to reflect the move.

Note: To move a file back, repeat Section 4 and choose its original folder. If the destination folder doesn't exist yet, create it first (see Folders: Create New).

6. Quick Reference Summary