Transfer a Document

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What this operation supports in DocuWare

Moves a document from one file cabinet to another, re-mapping its index field values to the destination cabinet's field schema.

Implementation details

Because source and destination cabinets can have different index fields, some field values may not carry over automatically if the destination cabinet doesn't define a matching field.

Operational considerations

Checking that the destination cabinet's required fields have a mapped value before transferring avoids a document landing without the metadata needed to find it again.

Use cases

Reorganize documents during processing, or move items after approval in DocuWare automations.

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