Is it possible to transfer ownership of folders? Or only individual documents? We have an admin account where files are transferred when a user leaves the company as a default in case no candidate to receive the files can be identified at the time. Is it possible to assign ownership of the folder to another user from that admin account or does each individual document have to be transferred manually?
Page 1 / 1
Hi Matt,
Thanks for posting! A document admin or the account owner can transfer document ownership of one or many documents at once using our Document Discovery tool! You can transfer ownership of documents owned by a specific user on your account or documents in Team Folders. To do this, follow these steps:
- Run a search in Document Discovery with your desired parameters for search results, including user(s), keywords, document type, and creation date.
- From the search results, check the box to the far left of the document(s) you would like to transfer ownership of.
- You can select the box at the top to select all documents on the search result page.
- Select Actions.
- Click Transfer document ownership.
- In the pop up window, select the new owner from the dropdown of users on your account.
- Click Transfer ownership.
Reply
Create an account in the community
A Lucid account is required to interact with the community. You will be redirected to the Lucid app to create an account.
Log in to the community
A Lucid account is required to interact with the community. You will be redirected to the Lucid app to log in.
Login with SSO
Log in with Lucidor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
