Agency Platform > How To > Work with Files and Folders > Copy Content

Copy Content

If you find documents or pages that need to be in multiple locations, you can copy them to other locations using the Copy functionality.

  1. Select the document or page to be copied.

You can select multiple documents or pages by pressing and holding Ctrl while you click each document or page that needs to be moved. You can also select a series of documents or pages by selecting the first document or page, pressing and holding Shift, and then clicking the last document or page.

  1. If you are copying a document, click Actions, and then click Copy. If you are copying a page, at the bottom of the screen click , and then click Copy.

  1. In Copy Page, you can move the document or page within the same file, or you can search for a file name or number to copy the document or page into a different file.

    If you are copying a document you can change the document type if needed. If you are copying a page, you can create a new document.

    1. Document –Select the new document type from the drop-down list.

    2. Page – Click New Document, and then select an available document type from the list.

  1. In the columns, proceeding from left to right, select the destination for the document or page.
    The folder and document structure displayed is based on the file stricture for your organization. If your organization uses folders within folders (often referred to as nested folders), the appearance of Copy Document will change to display the subfolders.
  2. Click Copy to complete the move. If you change your mind, click Cancel to dismiss the changes.
    You can click Copy With Annotations to include any annotations with the pages or documents being copied.

    1. Click Go To Location if you want to open the destination location for the moved document or page.
      If you do not click Go To Location, the dialog box closes automatically.

 

 

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