Files (including secondary files if applicable) can be copied within the same project, or from a folder in one project to a folder in another project having same geography as per project configuration.
It helps save time and efforts whenever you need to create identical or similar files from scratch, reduces chances of errors, and gives you more flexibility when managing a large number of files.
Pre-requisites:
Project setting 'Enable File Copy' should be set to on.
'View & Download' or above permission on the project folder from where the files are to be copied.
'Publish' or above permission on the project folder to where the files are to be copied.
Below are the steps to copy a file in your project:
1. From the 'Files' tab, navigate to the project and its folder containing the files to copy. Use the search and filter options available at the top if needed.
2. Select one or more files to copy, then right click and select 'Copy' --> 'File(s).
Note: You cannot select files to copy from multiple projects at the same time. External references, placeholders or links cannot be copied.
3. A layered screen appears. Select a target project folder to place a copy of the selected files. Also select the checkbox option 'Copy secondary files' if required.
4. The 'Copy File(s)' window appears. Capture file details i.e. Doc Ref, Rev, Doc Title, Purpose of Issue, Status, Mark File as Private, Rev Notes, Upload Secondary File and additional details as applicable on selected folder.
While copying multiple files, use the bulk apply option for filling attribute details if required.
Based on the configuration, some fields may be read only in case a groovy script system task is applicable on selected folder, or if an auto-fetch rule or a naming convention is configured on the selected folder, or if the file is being copied as a revision to an existing file.
5. If required, you can also inherit and combine (i.e. merge) or overwite attributes from parent file by selecting the relevant option from dropdown available at top right (See snapshot below).
Please note that these options (merge or overwrite) won't work while copying files if a groovy script system task is already configured to work with file attributes applicable on selected folder, as the fields would work as read only fields.
6. Distribute the files to other users, assign them tasks with due dates and send email notifications if needed. Click here for detailed help.
7. Once done, click on 'Copy' to complete copying the selected files to the selected target folder.
Next Article: Move Files