Skip to content

Copying Documents

Create copies of documents in different locations while preserving the original.


How to Copy a Document

Method 1: Edit Menu

  1. Select the document(s) by clicking the checkbox
  2. Go to EditCopy
  3. Navigate to the destination folder
  4. Go to EditPaste

Method 2: Right-Click Menu

  1. Right-click on the document
  2. Select Copy
  3. Navigate to the destination folder
  4. Right-click in the folder
  5. Select Paste

What Gets Copied

Item Copied
Document content Yes
Properties Yes
Version history No (current version only)
Security settings No (inherits from destination)
Comments No

New Document Created

The copy is a completely new document with its own properties, security, and version history. Changes to the copy do not affect the original.


Copy vs Move

Operation Original Result
Copy Preserved Two copies exist
Move Removed Document relocated

Copying to Different Libraries

You can copy documents between libraries if you have:

  • Read access to the source document
  • Write access to the destination folder

Cross-Library Copies

When copying to a different library, the document will inherit the destination library's policies and security settings.


See Also