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Question

Copy documents from a search along with their respective folders

asked on April 19, 2016 Show version history

I have done a search on a sample of documents. I would like to make a copy of these documents, along with their folders, to another location. 

I can copy the documents themselves easily enough, but just need them to stay in the same folder structure. 

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Replies

replied on April 25, 2016

Hi Cylinda,

Perhaps I'm misunderstanding your question but you can simply search for the folder, highlight it, click on the copy option and go to another part of the repository to paste those folders.

I've included screenshots below:

 

In the first picture you can see the two folder structures I want to replicate.

 

In the second picture I performed a search for those two folders and copied them.

 

Then I went to an empty folder in my repository to paste those highlighted folders I copied earlier.

The folder structure and content were replicated in the new area inside the repository.

 

If you aren't able to perform one or more of the mentioned steps, you might be restricted from performing certain actions based on your systems security configuration.

 

Best,

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replied on April 25, 2016

If what you mean is that you have all the document search results and want to clone them while retaining the (not shown) folder structure, you can use briefcases to do that. When you create a briefcase from search results, there's an option to retain the original folder structure. If you do that, and then re-import them, it'll retain the structure, metadata, etc. It's a bit of an extra step, but shouldn't be that huge a deal. That's the case where you don't have the actual folders present, as Wesley shows above. 

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replied on April 26, 2016

The briefcase option sounded promising but it did not work. I selected documents from a Search Result, then exported to a briefcase. I went into Options and selected the following: (see image)

When I went to import into another folder, it only imported the documents, it did not bring along the folders they resided in. 

 

I actually found another way around my issues, I will now just Tag the documents I need and run the workflow off the Tag instead of the Search folders/documents.

Capture.JPG
Capture.JPG (48.21 KB)
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