Moving Etrieve Documents

There is a document filed in Etrieve under the wrong k-ID. How do I move the document to another student's record?

Written By Tony Wickham (Super Administrator)

Updated at April 22nd, 2021

Follow the steps below:

  1. Have the Document open in Etrieve that you wish to move to another student record.
  2. Click into the Student Info field on the right hand side in the Key Fields section.
  3.  Blank out this value, then start typing the k-ID (without the k).
  4.  Select the student from the drop down list. The document will move as soon as you select the student. If you receive a drop down with too many results, or do not see your student, do step 3 again but type the number slowly. Sometimes the drop down does not filter correctly. 

NOTE: You are able to move documents that you have edit access to. If you only have view access, you will be unable to modify the Student Info field value. Please contact the appropriate document owning department to have them move it.

Example: