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How to Copy from Room

Quickly import items from another room into your current checklist, ideal for reusing existing structures.

Judy Ann Vargas avatar
Written by Judy Ann Vargas
Updated this week

If you need documents or folder structures from a past deal or template, you can now instantly pull in what you need without recreating or reuploading.

How to Copy Files and Folders from a Room

Click the 3-dot button next to Filters in the top right part of your dashboard. Choose Copy From Room.

Choose the Room where you want to copy the documents or folders from. Select the folders or documents that you need, then click Copy.

The manage access pop-up will then appear. Choose the teams you want to give access to and then click Save.

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