Move Files: Pathways

Easily move documents between topics within a Pathway

Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

To move an individual file within a Pathway:

1.) Click into the Documents tab, click into the the topic you are looking for, select the three grey dots to the right of the desired file, and select Move.

2.) You will then be prompted to select the new location for this file. You will choose from the available Areas...

And then within the Area, you will choose the destination Topic. Once you have selected the new location, you can click Move Here.

⚠️Good to know: When moving files, if the original topic or destination topic were Verified, they will revert to In Progress once the files have been moved.


To move multiple files within a Pathway:

1.) Click into the Documents tab and select the topic you are looking for. 

2.) From here you can hover your mouse over a file, which will trigger a selection box for each file. Upon selecting the desired files, select the Move button at the bottom of your screen.

3.) You will then be prompted to select the new location for this file. You can choose from the available Areas...

And then within the Area, you will choose the destination Topic. Once you have selected the new location, you can click Move Here.

⚠️Good to know: Documents synced to Pathways via third party cloud vendors can’t be moved within the platform. These documents will need to be deleted from the pathway and re-uploaded into their desired location.

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