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Forum Newbie
Group: Forum Members
Last Login: 1/25/2007 4:43:31 PM
Posts: 1,
Visits: 7
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*Extreme* newbie ... just getting started. I have been given the honor to set up a somewhat temporary document control site under sharepoint (server in CA, users in TX). I have the basic structure set up like I want (I think). My plan was to create a public space where any user could upload a document. If it was accepted by the team, then I would move the document to an access-controlled area.
My problem is the part where I need to move a file (or set of files) from one library / folder to a different library / folder. In browsing some other user groups, there were suggestions about doing this through an Explorer view. This does not seem to offer me any benefits. I certainly can't drag and drop between folders and when I click on the move or copy links, it wants to put a copy on my computer. I suppose this intermediate step would work but it seems like it should be easier.
Suggestions greatly appreciated (but please keep in mind my newbie status!). Thanks.
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Forum Newbie
Group: Forum Members
Last Login: 7/27/2011 9:20:24 AM
Posts: 3,
Visits: 22
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| I better approach might be to use the approval features..... Have them upload the documents, in an
"Unapproved" state, you can limit who the files are visible to by using user group security rights. Once the file has been approved, it is then exposed to the rest of the user community. In this manner, you now have yourself completely out of the business of having to move files at all......
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Forum Newbie
Group: Forum Members
Last Login: 10/25/2007 12:34:24 PM
Posts: 1,
Visits: 2
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| I would use Network Places. For instance, if you wanted to move documents from doclib1 to doclib2, I'd add them both to Network places and drag and drop. If more details are needed, let me know.
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Junior Member
Group: Forum Members
Last Login: 3/8/2009 3:00:32 PM
Posts: 15,
Visits: 17
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| You essentially have three options for accomplishing this inside of the SharePoint environment: 1) Workflow. Use a SharePoint Designer workflow to accomplish the document migration task. This is fairly straightforward using the Designer rules-based wizard. 2) Third party tools. There are several third-party utilities for handling document migration between libraries but they all involve some level of installation and configuration. Some are free, some are fee-based. 3) Write custom code. This is the most effective solution but, if you are not a developer, also the most complex.
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Forum Newbie
Group: Forum Members
Last Login: 11/12/2008 10:41:12 AM
Posts: 6,
Visits: 31
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| I would second Eric's recommendation in creating a workflow in SharePoint designer to move the document upon hitting a certain "approval status". Another option would be to use the "Send to" functionality for a document library. You can setup a "Custom Send to Destination" in a document library that will show up in the context menu for a document. When they choose that selection, it will automatically send a copy of that document to your "public" document library. We're using this functionality in a situation very similar to yours.
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Forum Newbie
Group: Forum Members
Last Login: 8/13/2008 4:24:05 PM
Posts: 1,
Visits: 12
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| I agree with the person who said to utilize the built-in approval status feature, but there is a way to move documents from one library to another within SharePoint. Go to the Site Content and Structure page (get their through site actions > site settings). Navigate to your document library where you would like to move document from and select Actions > Move You will then be prompted by a pop-up to navigate to your destination library (where you want to move the documents to). This way also preserves all your metadata (if any) that is associated with the file(s).
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