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Move a document to the right folder when its type is changed

When someone re-classifies a document into this type, it lands in this type's folder automatically — a Content DocType Change trigger and a Move to Folder action — so a fixed classification never leaves a misfiled document behind.

Catalog administratorsContent Central 7.8+10 minutesVerified 2026-09-05

Before you begin

  • Users are allowed to change document types after filing (see Change a document's type, catalog, or fields after filing)
  • The destination folder exists

When you're done, a document that someone changes into this document type moves itself into this type's folder, so a corrected classification also corrects the filing.

The planDocument type scope
  1. Trigger
    1. Content DocType Change › Changed to this Document TypeAny user
  2. Action
    1. Content - Move to FolderFolder Path: this type's folder
  3. Rule
    1. "Changed to this type → move to its folder", enabled

Changing a document's type updates its fields and rules, but the file stays wherever it was filed under the old type. This rule finishes the job.

Build the trigger

  1. Go to Administration > Catalogs & Document Types, pick the Catalog and the destination Document Type (the one documents are being changed into), click the Workflow tile, then Triggers > New Trigger.

  1. Type: Content DocType Change and Changed to this Document Type. Trigger Name: Re-classified into this type.

  1. Click Save.

What you should see: a Live trigger. It fires for every document whose type is changed to this one, from any other type.

Build the action

  1. Click Actions > New Action.

  1. Type: Content - Move to Folder. Action Name: Move to this type's folder.

  1. Under Folder Path, use Select a subfolder… (and Move Up) until the displayed path is the folder this type belongs in. Click Save.

Wire the rule

  1. Click Rules > New Rule. Rule Name: Changed to this type → move to its folder.

  1. Add Trigger: Re-classified into this type. Add Action: Move to this type's folder. Apply.

Test it

  1. Pick a test document of a different type in the same catalog and change its document type to this one.

  1. Browse to the destination folder.

What you should see: the document now in the destination folder, with View History showing the type change followed by the workflow move. If the change was blocked before it happened, that's permissions, not workflow — see the linked guide on changing types.

Variations

Want this insteadChange this
Catch changes out of a type (to clean up the old folder)There's no "changed from" sub-type; put this rule on every destination type instead
Move to a folder based on a field valueAdd a trigger per value under Use Multiple Triggers with AND, or split into one rule per value
Start this type's approval after re-classificationAdd Approval Process - Start Process — type changes don't start a process on their own
Copy instead of moveAction Content - Copy to Folder
React to catalog-wide changesBuild it at the catalog scope: sub-type Document-Type Change in a Catalog