Move a Content File to Another Host Record

After content has been scanned or imported and the DMS transactions processed, you can move a content file to another host record. If the content file has other content files attached to it, those files will be moved as well. In addition, you can move all content files attached to a host record by selecting the host record itself, then following the instructions below.

If you do not have access to one of the attached files, you will not be able to move the host file.

To move a content file to another host record

1. Select DMS Window in the navigation frame to open the DMS Window.

2. Select the content file in the hierarchical list displayed in the DMS Window.

3. Select DMS Move in the navigation frame or click the Move button on the DMS Window.

4. Select the record to which you want to move the content. This can be another record on the same form or you can exit the current form, open another image-enabled maintenance form, and select a record.

Image-enabled maintenance forms are Case Initiation Maintenance (CMAINIT), Identification (CPAIDEN), and Docket Association Entry (CDADOCT).

5. Select DMS Window in the navigation frame to open the DMS Window. Notice the Move button is no longer available nor is DMS Move available in the navigation frame.

The Bar Code button remains available during the Move process. You can use it to add images to a batch even though you haven't yet completed the Move process.

6. Select DMS OK in the navigation frame or click the OK button on the DMS Window. You can also Cancel the move from either the navigation frame or the DMS Window.

You must select either OK or Cancel to end the Move process.

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