---
title: "Folders : Move Files"
slug: "folders-move-files-1"
updated: 2026-10-08T16:56:56Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/folders-move-files-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Folders : Move Files

**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**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-01-contracts-menu(2).png)

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

![Contracts list with the Manage button and Search box highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-02-manage(3).png)

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

![Contract record with the Attachments & Templates tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-03-attachments-tab(3).png)

# 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.

![Files / Attachments panel with Root Folder and a file's Document tools icon highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/move-04-doc-tools-icon.png)

1. 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.

![Document Tools window with Move to folder highlighted in the Organise section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/move-05-move-to-folder.png)

1. 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.

![Move to Folder window with the list of destination folders highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/move-06-folder-list.png)

# 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

| Task | Where | Action |
| --- | --- | --- |
| Open a contract's attachments | Requests/Contracts → Contracts → Manage | Click the **Attachments & Templates** tab |
| Open a file's tools | File row | Click the **Document tools** (briefcase) icon |
| Move a file | Document Tools → Organise | Click **Move to folder**, then click the destination folder |
| Cancel a move | Move to Folder window | Click **X** |
| Confirm a move | Folders list | Select the destination folder and check its file list |