PowerSteeringPowerSteering User GuidesEnd User Guide Working with DocumentsHow do I copy or move a document to another location?

How do I copy or move a document to another location?

If you want a document to reside in a different location in the work tree, it can be copied or moved at any time. This article describes how to copy or move a document to another location.

1. Click Documents

Click Documents
  • On the Icon Bar, click the Project button, then click Documents.

 Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click See details

Click See details
  1. Locate the document you want to copy or move and click the title of the document.
  2. In the context sensitive drop-down menu, click See details.

3. Click Copy/Move

  • Click Copy/Move.

4. Click Ok

  1. Select an action from the Action drop-down box.
  2. Click the Location drop-down box and select a location in the work tree for your document to reside.
  3. Click OK.

Copy to: Choose this option to duplicate the latest version of a document in the new location. The source and copied documents are independent of each other and maintain their own version histories.

Move to: Choose this option to move a document to a different location and remove it from the work item where it originated. All versions of the document appear in the new location.

5. View Document

  • View document details in the new location.

Note: You will automatically be directed to the document details in the new location that you chose.


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