The easiest way to move a large number of documents between two different files is to use the clipboard feature. By selecting the documents on a file, right-clicking and choosing the 'Cut' command, you can then navigate to the Documents tab on the other file, right-click the whitespace and choose the 'Paste' command. The document records will be updated and they will appear in their new location, with any folder structure preserved.

 

You can use this feature to move documents from a file in one subsidiary company to a file in another company. The only situation in which the feature cannot be used is when moving documents from a file onto a contact; in this situation, certain restrictions are placed on the operation to ensure that the documents are able to be reclassified in this manner.