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

Get your files where they need to go!

Noam Lior avatar
Written by Noam Lior
Updated over 2 months ago

You can move files from one Record to another, within a Tile or between Tiles, or move an entire Record.
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 to Another Tile

  1. Navigate to the Record you want to move

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

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

  4. Select the destination Tile from the list
    ​

  5. Select Confirm to complete the move

Copying Records to Another Tile

  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. Select the destination Tile from the list
    ​

  6. Click Confirm to make a copy of the Record in the destination Tile


Moving Files to Another Record or Tile

  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. Select the destination Record for the files - the Select Record drop-down will show all Records in the SideDrawer
    ​

  5. Click Confirm to complete the move

Copying Files to Another Record or Tile

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 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. Select the destination Record for the files - the Select Record drop-down will show all Records in the SideDrawer
    ​

  5. Click Confirm to complete the copy

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