You can organize files already added to a Spot into its file folders. Moving a file changes its location within the same Spot: the destination folder replaces the file's previous file folder associations. The file's contents, name and association with the Spot remain unchanged. Moving a file does not create a copy.

These instructions apply to the browser interface and require permission to edit the Spot. The destination folder must belong to the same Spot. If necessary, first create a file folder for the Spot.

A Spot's file folder groups files; it does not change the Spot's location in the asset folder tree. To move a file to another Spot or an asset folder, use the move function in Document management. This type of move can also change the Spot or asset folder that the file is associated with.

Move a file into a folder

  1. In the main menu, open Assets, devices, tools under Assets and content. On the page, select the Datatables tab and then Default table within it. Open the Spot you want by clicking its name.
  2. Go to the Files section on the Spot's Basic info tab. Files that are not associated with a file folder appear in this main list.
  3. If the main list displays files as rows, select the grid icon above it. Its tooltip is Cards. The view opens as cards by default.
  4. Open the File Folders section and select the tab named after the destination folder. You will see the folder's file area even if the folder is empty.
  5. Grab the card of a file that is not in a folder and drag it to the destination folder's file area. Drop the card onto the file list, not onto the upload area intended for adding files from your computer.
  6. Wait for the notification Moved files successfully. Check that the file appears in the destination folder and has disappeared from the main list of files not in folders.

The move is saved when you drop the card. You do not need to click the Save button on the Spot's form to confirm the move.

Move a file from one folder to another

In the File Folders section, open the folder that currently contains the file. If the files appear as rows, select the Cards grid icon from this folder's own view buttons. Changing the main list's view does not change the view in the folder tabs.

Grab the file's card and drag it over the destination folder's tab to open the folder. Continue dragging to the file area in the folder that opens, and drop the card there. Hovering over the tab only opens the folder; it does not move the file yet.

Wait for the success notification and check the file's new location. The move replaces the previous file folder associations, so the file will no longer be in the source folder as well.

Move a file out of a folder

To remove a file from a folder while keeping it on the Spot, open the source folder and use its Cards view. Drag the file's card back to the main list of files not in folders in the Files section.

This removes the file's file folder associations. It does not delete the file itself or its association with the Spot. Wait for the success notification and check that the file appears in the main list.

Check the result and troubleshoot errors

The destination folder does not exist. First create a file folder for the Spot. Use the folder's file area as the destination for the move, not the file upload area.

The file cannot be dragged. Check that the list containing the source files is in Cards view. The folders and the main list of files not in folders have separate view buttons.

You get an error or the file returns to the source list. Check the error message, your network connection and your permission to edit the Spot. Wait for the result of the move before trying again. Then reopen the Spot and check the source folder, the destination folder and the main list of files not in folders.

If you move several files at once, some moves may be saved even if you get an error. The interface may still return all the moved cards to the source list. Before trying again, reopen the Spot and check each file's actual location.

The same saved folder organization also appears in the Spot's file views in the Android and iOS apps when the data is fetched from the server again. A mobile view that is already open does not by itself confirm the result of a move made in the browser.