Items Tab: Copy Folder/Copy Items

This entry is part 16 of 22 in the series Focus Guide - Document and Item Basics

Once placed in a folder, you can copy all saved items in that folder from one document to another by copying the folder.

To copy a folder from one document to another:

  1. In the first document, click the folder you want to copy.
  2. Click Copy Folder to place the folder and its contents (Items) on the clipboard.
  3. Open (or create and save) a second document and click the Items tab.
  4. (optional) Unless you want to place the folder in the root (all items), click the folder you want the to place the copied folder.
  5. On the second document, Paste the copied folder.
  6. Click OK in the confirmation window. The copied folder and its contents will appear in the Items tab of the second document.
  7. Save the second document.

Notes:
–  You can only copy items that have been saved.
–  If you copied a folder into another folder, the parent folder will appear collapsed. You will need to expand it in order to access your copied folder.
–  The number of the copied items will change according to the second document’s numbering.

Copy All Items
If you are copying some of the Items on a document, you need to first place them into one or more folders. However, if you want to copy all Items on a document, you do not need to place them in a folder first.

To copy all Items in a document:

  1. On the Item tab of the first document, click Item Actions | Show Folders | (all items).

  2. Click Copy Folder to place all Items in the clipboard.
  3. Open the second document, access the Items tab, click Item Actions | Show Folders.
  4. In the second document, Paste the copied items.
  5. Click OK in the confirmation window. All items from the first documents will appear on the Items tab of the second document.
  6. Save the second document.

 

 

 

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