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Annotations on Moving Documents Within and Across Libraries in SharePoint 2013

It is essential for line of business (LOB) organizations looking to maximize their return on an investment in SharePoint to understand the likely daily computing procedures that end users will need to perform. The need to develop this understanding is no less true for SharePoint Server 2013 than is the case for either SharePoint Server 2010 or 2007. In a video tutorial entitled Moving Documents Within and Across Libraries in Sharepoint 2013, Asif Rehmani, SharePoiont MVP and MCT starts with this same premise, noting that “[o]ne of the things we find ourselves doing when managing documents in a library is to move documents around, to move a document from one library to another, taking it from the root to the folder.” (quoted from the video training course just mentioned in this paragraph). Therefore, as a likely regular task that end users will need to successfully perform within a SharePoint 2013 computing environment, it makes sense to study a video course like this one.

Of course, as LOB organizations plan on the likelihood that end users will need to move documents around, within and across libraries, a good starting point is to get a sense of what can, and what cannot be done with regards to repositioning documents in SharePoint 2013. In fact, as we demonstrate in this video, end users can simply drag and drop documents into and out of libraries with SharePoint 2013.

As is often the case with drag and drop activities, the reverse is not true. In other words, once a document has been dragged into a sub folder, it is not possible to simply drag the same document out of the sub folder. Rather, as we, once again, demonstrate in this video, end users should drag documents over to the SharePoint 2013 Quick Launch bar, and, specifically, to the parent folder as it appears in the Quick Launch bar, in order to move documents back out of sub folders.

If the task at hand is to move the same document from one sub folder to another, then the procedure is to open a second web part where the document library contents can be displaced. Once both web parts are open, it is then possible to drag the document specified from one sub folder to another. Asif Rehmani demonstrates how, with simply a few clicks of the mouse, end users can actually add the document web part to the desired sub folder page and, thereby move the document around sub folders.

In the next post to this blog we will look further into this video course on moving documents in SharePoint 2013.

Ira Michael Blonder

© Rehmani Consulting, Inc. & Ira Michael Blonder, 2013 All Rights Reserved