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Using Existing or New Managed Document Types in a Transfer

This article explains how to select an existing Managed Document Type or create a new one in the destination company when transferring a managed document.

Written by Hylet Pistorius

Administrators can transfer records between different companies in the organisation. Transferring a record is the same as copying it. The original record is retained in the source company.

Quick Steps

  1. Read more about how to initiate an object transfer.

  2. A popup will appear asking which Managed Document Type the document should be transferred to.

  3. Select whether to use an existing group in the destination company or create a new group:

    1. To use an existing Managed Document Type, select the required type from the dropdown list.

    2. To create a new Managed Document Type, enter the title of the new type that will be created in the destination company.

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