Copy a document to efficiently create a duplicate of it — or move it to make sure it is in the right place.
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Copy documents
You can create copies of both note and whiteboard documents.
To copy a single document, right-click its title or click its More options menu. Then select Copy [document]. The new document opens and appears in your document list below the original document.
To copy a folder or hierarchy of documents, right-click the parent document or folder and select Copy folder. Then select Copy with child documents. The new folder appears in your document list below the original folder.
If a document has a date added, you can copy it to the following week. This is a great option for preparing documents for weekly tasks or meetings. To copy a document to the following week, click its More options menu and select Copy to next week. The new document will be populated with a date one week from the original document. Copy [document] -> Same date will create a duplicate of the document with the same date as the original document.
Move documents
Use the More options menu to move documents between workspaces. You can also move personal documents to a workspace. If you move a parent document that has child documents nested beneath it in a hierarchy, all the child documents beneath it will move with it.
To move a single document, right-click its title or click its More options menu. Then select Move [document]. Click Move to personal notes to move it to your personal documents or select the workspace you want to move it to and click Move to workspace.
To move a folder or hierarchy of documents, right-click the parent document or folder and select Move folder. Click Move to personal notes to move it to your personal documents or select the workspace you want to move it to and click Move to workspace.