Copying and Moving Files Between Entities

You can copy or move a file from one entity to another entity by doing the following:

1. Locate the file in Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file and select Copy/Move files.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

3. Enter the name of the entity you want to copy or move the file to in the text box. The auto-suggest feature lists possible matches based on the characters typed. Select the correct entity when you see it.
4. Select the storage folder where the selected file should be copied or moved to.
5. Click Copy to copy the selected file to the entity, or click Move to move the selected file to the entity.

Note: You can also copy or move a file from one entity to another by browsing to a file, selecting it with your mouse, and dragging it to a different entity in the navigation panel. If the new entity does not have access to the class and subclass associated with the file, you will be prompted to select a new class and subclass. See Selecting a New Class and Subclass for a File for more information.