Rename, move, and delete document content

Use these actions to keep your file structure useful while protecting access and records your team still needs.

Best for: Document managers · Requires: Documents management access.

• Use Rename to correct a file or folder name.
• Select one or more rows and use Move Selected to relocate them.
• Use Delete only when the file or folder should leave the active Documents record.

Moving a record puts it under a different folder and may change who can access it, so check the destination's sharing first. Deleting a folder removes access to everything below it. If you need those records outside Constructable, download a retention copy before you delete them.

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