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Copy and move documents between organizations - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Some document actions are only available from the document listing screen, including the copying and moving features.</p> <p>Copying can save time creating new documents as you onboard new clients. For example, you can create a new document by copying a version of the document from a model client. You can even create a set of templates that you use over and over by copying them. This is particularly helpful for building professional looking, standardized documents. See <a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fitglue%2Fhc%2Fen-us%2Farticles%2F360004937117">Standardizing your new hire procedures</a> for more on this.</p> <h3 data-id="copying-documents">Copying documents</h3> <ol><li>Open the organization you want and go to the <strong>Documents</strong> section from the left sidebar.</li> <li>In the document list view, select the checkboxes next to the documents you want to copy. This displays a down arrow on the <strong>Select All</strong> button.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/15SNKO1BMTDW/documents-it-glue.png" alt="Documents___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></li> <li>Click the arrow on the "Select All" button to access the various actions.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/T4N6JZFIBL8N/screen-shot-2019-05-24-at-2-53-01-pm.png" alt="Screen_Shot_2019-05-24_at_2_53_01_PM.png" class="embedImage-img importedEmbed-img"></img></li> <li>Click <strong>Copy </strong>to open the copy dialog box and then select the destination folder. You can copy the documents to another organization, or duplicate them in the same organization.</li> <li>Click <strong>Copy</strong> to complete the action. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/8AB0PHULX73Z/documents-it-glue.png" alt="Documents___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol><p>Only the document itself is copied. The following are not copied: attachments, related items, and embedded passwords.</p> <h3 data-id="moving-documents">Moving documents</h3> <p>In the document listing, select the checkboxes next to the documents you want to move, click the arrow on the "Select All" button, and then choose the <strong>Move</strong> option.</p> </article> </main>