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Copy or Move folders and documents

Use the Copy tool to create duplicate folders, documents, or the entire index within your room, or move folders and documents individually or in bulk within the room.

Written by Pete Radwanski
Updated yesterday

ℹ️ The Copy feature is only accessible to Administrators. The Move feature is accessible to Administrators and Publishers.

How to copy single or multiple folders and documents

Step 1: Log in to the Ansarada Data Room

Go to Dash.ansarada.com and log in.

Step 2: Locate the Documents Section in the Room

Click on “Documents” under the “Manage” section on the left-hand side.

Step 3: Select the Documents and Folders

Select single or multiple documents, folders, or the entire index by checking the checkbox on the left.

Step 4: Copy the Documents and Folders

  • Select “Copy” from the bulk action toolbar.

  • A Copy window will appear:

    - Choose the destination location for the copied folders.

    - Choose whether to update the security settings to match the new folder or keep the original folder’s settings.

  • The copied folders and documents will be automatically renumbered to match the new folder and will be in a disabled state by default.

Step 5: Save the Copies

Click “Save.”

How to move single or multiple folders and documents

Step 1: Log in to the Ansarada Data Room

Go to Dash.ansarada.com and log in.

Step 2: Locate the Documents Section in the Room

Click on “Documents” under the “Manage” section on the left-hand side.

Step 3: Select the Documents and Folders

Select single or multiple documents, folders, or the entire index by checking the checkbox on the left.

Step 4: Move the Documents and Folders

Select “move” from the bulk action toolbar at the top of the page.

Step 5: Choose the new location

  • A Move window will appear:

    - Choose the new location for the selected folder or document.

    - Choose to update the security settings to match the settings of the new folder or keep the settings from the original document.

    - Choose if you want to Notify your users when access to the selected documents or folders is granted.

Note: The moved documents or folders will keep their original numbering.

Step 6: Move the Documents and Folders

Click “Move.”

FAQs

Can I copy folders and documents from another enabled room?

Yes, you can copy folders and documents from another active room if you are an administrator in both rooms. Please follow the instructions in this article.

The numbering did not update automatically after I moved a document or folder?

Once you are satisfied with the moved folders or documents, you can easily update their numbering to match the new location by using the Renumbering tool.

I have deleted some documents, but the data gauge has not updated?

The data gauge updates at midnight, Sydney time.

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