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Moving and Copying Files and Records
Moving and Copying Files and Records

Get your files where they need to go!

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Written by Support
Updated this week

You can move files from one Record to another, within a Tile or between Tiles, or between SideDrawers that you have access to, or move an entire Record to a new Tile or SideDrawer.
You can also use this function to copy a file, if you'd like to have multiple copies in different Records - for example, if you want a copy of your tax return in the Personal Finances Tile, but also in the Taxes Tile, in a Record that your accountant has access to.

Moving Records

  1. Navigate to the Record you want to move

  2. Click on the 3 dots to the right of the screen

  3. Select Move Record to another Tile from the Actions Menu

  4. To move the Record to a different SideDrawer, click the x in the SideDrawer line, and choose a different SideDrawer from the drop-down menu:

  5. Select the destination Tile from the list:

  6. Select Confirm to complete the move

Copying Records

  1. Navigate to the Record you want to copy

  2. Click on the 3 dots on the right of the screen

  3. Select Move Record to another Tile from the Actions Menu

  4. Click the toggle to Copy Record (instead of moving it)

  5. To copy the Record to a different SideDrawer, click the x in the SideDrawer line, and choose a different SideDrawer from the drop-down menu:

  6. Select the destination Tile from the list

  7. Select Confirm to complete the copy

Moving Files

  1. Navigate to the files you want to move

  2. Click on the File icon on the right to Manage Multiple Files

  3. Select Move from the Action Menu

    1. Click Select All to move all files, or select individual files from the list

  4. To move files to a different SideDrawer, use the drop-down in the SideDrawer line to select the destination SideDrawer

  5. Select the destination Tile for the files - the Select Tile drop-down will show all Tiles in the SideDrawer

  6. Select a destination Record for the files - click on the Record Name line to see all Records in your selected Tile

    1. You can also create a new destination Record by typing the name in the Record Name line

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  7. Click Confirm to complete the move

Copying Files

Instead of moving the files, these steps will create a duplicate of the files in the destination Record

  1. Navigate to the files you want to copy

  2. Click on the File icon on the right to Manage Multiple Files

  3. Select Copy from the Action Menu

    1. Click Select All to copy all files, or select individual files from the list

  4. To copy files to a different SideDrawer, use the drop-down in the SideDrawer line to select the destination SideDrawer

  5. Choose the destination Tile for the files - the Select Tile drop-down will show all Tiles in the SideDrawer

  6. Select a destination Record for the files - click on the Record Name line to see all Records in your selected Tile

    1. You can also create a new destination Record by typing the name in the Record Name line

  7. Click Confirm to complete the copy

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