Copy Files or Folders

Use the Copy tool to create duplicate files, folders, or the entire index within your dataroom

Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

ℹ️ This feature is only available to dataroom Administrators.

Thanks to customer feedback, we are proud to release a copy function. If you are looking to copy files from another active room you are the Administrator of, you can follow the instructions in this article.

To Copy A Single File:

1.) From the Manage Documents tab, find the document you are looking to duplicate, then click the three grey lines to the right of the document and select "Copy"

2.) From the new window, select the destination of the duplicate document. The document will be automatically renumbered to match the new folder, but you can change the file number and name from this window.

⚠️Good to know: The duplicate file will be disabled by default. You can choose to update the document security to match the settings of the new folder or keep the settings from the original file.

To Copy A Single Folder:

1.) From the Manage Documents tab, find the folder you are looking to duplicate, then click the three grey lines to the right of the folder and select "Copy"

2.) From the new window, select the destination of the duplicate folder. The folder will be automatically renumbered to match the new folder, but you can change the file number and name from this window.

⚠️Good to know: To copy the entire index, you can follow the exact same steps for copying a folder, just start by clicking the three grey lines to the right of "Document Index"

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