MacroView DMS and DMS Pro allow files and entire folder or document set to be moved from one location to another within the same SharePoint Online tenant.

MacroView DMS and DMS Pro do not prompt for any metadata as part of this action but where the chosen target location contains the same metadata properties as the source item, metadata will be retained. Likewise, where the target location contains the same versioning settings, the source item versions will be retained. 

If the content types, metadata columns or any other schema differs between the source and destination locations, a dialog will be displayed confirming whether or not to proceed as this might result in metadata loss if for example a content type does not exist at the target location.  

How to move a folder or document set

Right-click on the folder or document set in from the MacroView DMS tree or list view in Browse, Favorites or Recent mode.

Click Move to... to display the tree view and choose a target folder, library or document set.

The OK button will only be enabled when the:

• selected location is on the same SharePoint Online tenant or a My Site on the same tenant
• source location is a folder or;
• source location is a document set and the destination location is not a document set.

Then click OK to initiate the move which will be completed in the background.

If the content types, metadata columns or any other schema differs between the source and destination locations you will need to confirm whether or not to proceed. 

If the move takes more than a few seconds a progress dialog will be displayed which can be hidden so you can continue to work while the move is completed in the background.

When the move is completed, Refresh the destination location to see the moved folder or document set.

How to avoid Partial Moves

The following conditions can cause a partial move of a folder / document set and its contents:

• If the library has check out enabled and there are documents checked out inside a folder / document set that is moved. If a file is checked out to a user other than the person doing the move, then that file is not moved, and the result is a partial move. The result is that both the source and destination folders / document sets exist after the move and files that are checked out to other users remain in the source, while the rest of the files are moved to the destination.
• If the library contains files / folders / document sets with unique permissions. Namely, permission inheritance is stopped and a different set of permissions are applied to specific files / folders / document sets. In this scenario a partial move can occur due to the different permissions applied to specific files / folders / document sets. The result is that both the source and destination folders  / document sets exist after the move and files that are allowed to be moved due to their permissions are moved, while the files that are not allowed to be moved due to their unique permissions remain in the source location.

To avoid partial moves please ensure that all files are checked in and the user doing the move has full permission (read, edit, delete) to all the files, folders and document sets.

How to move files

This is a new addition to the move to feature and is available in the newest release of MacroView DMS / DMS Pro 8.9.349 and later. It allows you to move single files or multiple files from one location to another within the same tenant.

Select the file or files in the file list then right click and select move to

Select the target destination in the tree view and click OK to initiate the move.

Known limitations

• You cannot move a document set or folder to a location where there already exists a folder or document set with the same name.
• Once the move has been initiated it cannot be cancelled.
• If a document set is moved to a library that does not contain the same document set content type, the document set will be converted to a folder (as is the case in the browser) and any metadata on the document set will be deleted. 
• If the move fails, the source folder or document set and its content will not be moved however the new folder or document set may have been created in the destination location and will need to be deleted.
• Drag and drop is not supported. 

Error caused by SharePoint preservation hold

Preservation holds are implemented to prevent data loss but this causes the below error message to appear when using the move to feature in DMS or SharePoint in the browser. To prevent this error your SharePoint administrator will have to disable the Hold for the site from Office 365 Security and Compliance center and allow some time for the change to take effect or as the error message says, delete all files and sub-folders inside the folder first then delete folder.

DMF Error

SharePoint Error