Reassign Unfiled Documents to an Application
When this page appears
The Reassign documents page is for older document folders that do not yet belong to a workspace. It is not a general move tool for every document.
The action appears from Process Documents only when RAPTIX finds eligible unfiled folders. If the action is absent, there is nothing waiting to be reassigned.
Before you start
- Confirm the correct destination Workspace and Application with the document owner.
- A Workspace and Application are required. A Page is optional.
- Reassignment changes where the selected document folders appear in Applications. It does not create another copy of each file.
- Avoid performing the same reassignment in two browser tabs at the same time.
Open Reassign documents
- Open Applications.
- Open Documents.
- Open More, then select Process Documents.
- Select Reassign documents.
The page loads all eligible unfiled folders and the available destination hierarchy. Use the refresh button beside the page title if the list changed while the page was open.
Choose the destination
- Select a Workspace.
- Select an App inside that workspace.
- Optionally select a Page.
If you do not select a Page, the page shows App level (no page) and files are assigned at the application level.
Changing the Workspace clears the selected App and Page. Changing the App clears the selected Page. Review all three fields before submitting.
Document-only workspaces are marked with (Docs) in the Workspace list.
Select folders
Each row identifies a folder using its available entity, instance, and field values. It also shows the number of files and, when available, who uploaded them.
- Select a row to include that folder.
- Select it again to remove it from the selection.
- Use Select all to include every eligible folder currently loaded.
- Use Deselect all to clear the selection.
The button at the bottom displays the current selection count, for example Reassign selected (3).
Reassign the selected folders
- Confirm the destination Workspace, App, and optional Page.
- Confirm the selected folder count.
- Select Reassign selected.
- Keep the page open while the button says Reassigning….
After success, RAPTIX shows Reassigned N document(s), clears the selection, and refreshes the list. Successfully reassigned folders disappear from the unfiled list.
Open Applications → Documents and navigate to the destination to verify the result.
Empty and error states
| Message or state | Meaning | What to do |
|---|---|---|
| No unassigned documents — everything is filed under a workspace | No folders need reassignment. | Return to Process Documents. |
| Admin access required | Your account cannot use the reassignment operation. | Ask a workspace administrator. |
| Failed to load unassigned documents | The page could not retrieve the folder list or hierarchy. | Check the connection and use Refresh. |
| Reassignment failed. Please try again | The destination or selected folders could not be updated. | Refresh, confirm the folders still exist, reselect the destination, and try again. |
| The App list is disabled | No Workspace is selected. | Select a Workspace first. |
| The Page list is disabled | No App is selected. | Select an App first. |
| The reassignment button is disabled | No folders are selected, or the required Workspace and App are missing. | Complete the destination and select at least one folder. |
Safety guidance
- Reassign only folders whose intended business destination you understand.
- Use a Page only when the files belong specifically to that page; otherwise keep them at App level.
- After a partial failure, refresh before retrying so you do not act on an outdated list.
- Reassignment does not grant users access to the target location. Review Applications and Documents permissions separately.