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?
Solved
Transferring ownership of folders
Best answer by Emma B
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.
+6Hi 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.
I had the same question, and it appears the current functionality only allows ownership changes at the individual document level, not at the folder level. Managing transfers one document at a time can become quite cumbersome, especially when transferring a large number of files, and it would be far more efficient to transfer ownership of an entire folder at once.
Are there any upcoming updates planned that would allow administrators to transfer folder ownership rather than individual documents? If not, I would strongly encourage adding this capability to the product roadmap. Thank you
+15Hi
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