Copying documents can be useful to move a document from one loop to another. In some situations, you can copy documents into your Templates as well.
iOS user? Click here for Making a Copy on the iOS app.
Step 1: Tap on the name of the loop to open
Tap on the name of the loop that you need to share documents from.
Step 2: Tap on overflow icon to the right of the document
Tap on the overflow icon to the right of the document you need to copy.
Step 3: Tap Copy to
From the menu, select Copy to.
Step 4: Select where to Copy To
You are able to copy the document(s) to the current loop, to your templates, or to a different loop. You also have the option to ‘Copy as Flat PDF’, with this selection the copy will not be interactive.
Note: If you are copying to your templates you will only be able to copy into a folder that you have created.
Step 5: Select the loop, template folder, or create a loop
