This article explains how to move uploaded contract or template files to a different Workspace in LegalOn.
Bulk Changes in the Workspace from the List View
Go to [Vault] or [My templates] list.
Select one or more files using the checkboxes, then click [Move location].
Choose a destination storage location from the dropdown, then click [Move] to confirm.
💡 Info:
This option is available only to users with Administrator or Editor permissions.
Change from the File Detail Page (Single File)
Open [Vault] or [My templates] list.
Click on the file you want to move.
On the right side of the screen, hover to reveal the menu and click the [Contract information] tab.
Go to the [Attributes] tab and click [Edit] next to Location.
Select the new storage location from the dropdown list.
Click [Save] to apply the change.
💡Info:
This method is available to:
Administrators
Editors
Contributors (for their own uploaded files only)