Copy a file to another project

Why use it

Some documents belong on more than one job: your standard design agreement, a vendor's care guide, or a finish schedule you reuse. Copying puts the file on the other project in a couple of clicks, with its category and description, while the original stays on its own project untouched.

When to use it

• Standard documents: contracts and terms you give every client.
• Shared reference files: a care guide or spec PDF that applies to a second project.
• Starting points: a schedule from a past project you want to adapt.

To move a file instead of copying it, change its Project in the detail panel. See Files.

Before you start

• Any teammate can copy a file.
• The file must not be archived. Restore it first if it is.
• The target project must already exist.

Steps

1. Open Files, or a project's documents, and choose the file to open its detail panel.
2. Choose Document actions (the three dots), then Copy to project....
3. Pick the project under Select project, and a room under Select space if you want one.
4. Keep the suggested name, which adds "(copy)", or type your own, such as Design agreement, Lombard.
5. Choose Copy. The copy keeps the category and description and starts internal.

What happens next

• The copy appears in the target project's documents, and in Files, with the name you chose.
• It keeps the original's category and description, and starts internal: not shared with the client.
• The original file is unchanged.

Limits

Troubleshooting

• Copy failed: the copy didn't complete. Check that the file isn't archived and try again.
• Source file no longer exists: the original file is missing. Upload it again instead.