Answered

Moving employee document from one category to another

  • 15 March 2024
  • 4 replies
  • 12 views
K
Rank

Hi all,

I have uploaded employee documents in the wrong documents category.

Can I move the document easy to the correct category or do I have to delete the document and perform the upload again and then choose the correct category?

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Best answer by kterhaar 27 March 2024, 08:41

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4 replies

K
Rank

Hi all,

Already found how to do this, so solved

I
Rank
Userlevel 5

Hi @kterhaar,

Thanks for letting us know that you find the way to solved it, I’m glad to hear so! 😃 

Maybe you can share with us the steps you followed so other users can have this information available and maybe we found best practices! 💪🏼

Please let me know if you need anything else! 

I wish you a lovely evening! 🙌🏼

Best,

Zulema

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K
Rank

Hi Zulema

In fact quite easy.

You go to the employee concerned and then choose the documents category.

Then choose the document category in which the document is currently archived.

Hover over the document name and choose “Edit” on the right side. 

In edit mode you can change the category for this document and click on “save”.

 

KR

Kees

I
Rank
Userlevel 5

Hi @kterhaar,

Thanks so much for sharing the steps with us! 😃 Now other users can learn how to do it! 

It is very easy indeed! 🚀

Have a great day ahead! 

Best,

Zulema

 

 

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