Moving Workbooks

Users with Administrator or Designer role are allowed to move a workbook to another folder or subfolder they have permission to.

1. On the List or Grid view, select one or several workbooks then:
   • Right-click or click More Actions  and select Move in the context menu, or
   • click the Move  icon on the toolbar.

   

   The Move Workbook dialog displays with the folder or subfolders the user is allowed to move the workbook to.

   

2. Select the folder or subfolder.

   

3. Select the Include linked data tables checkbox so the associated data tables linked inside the workbook will be included when moving.

   NOTE: The Include linked data tables option is available for users with WRITE permissions to the data table.

4. Click  .

   The workbook is moved and displayed on the selected folder.

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