You can seamlessly perform certain actions by using drag-and-drop within the center panel, without requiring additional menus or commands.

While this feature is supported for files (documents and emails), folders, workspaces, and categories, the behavior varies as explained below:

• Folders

  • You can move folders from the search results of a folder search using drag-and-drop.

  • Folders can be moved within the same library or database.

  • Folders can be moved under a tab.

  • Moving search folders is supported.

  • Creating folder shortcuts is supported.

• Workspaces

  • Moving a workspace shortcut into a category within My Matters or My Favorites is supported.

• Files

  • Creating copies and references is supported for files.

  • Moving files is supported.

• Categories

  • Moving one category into another category within My Matters or My Favorites is supported.

• My Favorites

  • Moving file shortcuts, folder shortcuts, and matter shortcuts into categories within My Favorites is supported.

When performing drag-and-drop for items in the center panel, the security of items is impacted, as explained below:

• If your administrator has enabled Bulk Security update, then the Match security to destination dialog appears when moving items, allowing you to match security to the destination or keep the current security.

• If Bulk Security update isn’t enabled, then the security of the destination container is persisted.

• If the Inherit Security From Parent Folder option is selected on the destination folder, moving an item or folder into it inherits the destination folder's security.