How to Move Documents in BDM

Tags Banner bdm

Who is Eligible?

Active Faculty or Staff

Overview

Sometimes you may have the need to move documents from one application to another in BDM. This page will describe how to do so. Please note that a user must have access to the target application where the document is intended to move.

  • Open the desired document
  • Select Document -> Copy or Move Pages

A vertical menu titled "OU-ACCESS-ADMINISTRATION" with options like Check Out, Revision History, Print Document, and others, each with blue icons.

  • Select the target application form the drop down list

Dialog box for copying or moving pages with fields for document pages, target application, and batch name. Includes "Copy" and "Move" buttons.

  • Please note that moved documents are treated like batches. As such, you have the option to index the new batch at the time of move, or to index it after it has been moved to the target application. You may toggle this by checking the "Index new Batch document" check box
  • Click the "Move" button
  • If you have selected the "Index new Batch document" check box, then you will now index the moved document in the target application.
  • If you have not selected the "Index new Batch document" check box, then the document will move to the target application as a batch, and can be found in the Manage Batches area for that application and can then be indexed like any other document
  • If you are copying a page with similar index data you will get a prompt asking if you want to append to the existing document or create a new document.

Additional Support

  • OU Technology Center
  • 44 Oakland Center
  • Rochester, MI 48309-4479
  • (248) 370-4357
  • Office Hours: M-F 8:00am - 5:00pm
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Banner provides Oakland University faculty and staff with secure access to the Banner ERP system for managing student records, finance, human resources, and other administrative functions.