How to Copy Files

In this article you will learn how to:

• Copying Files Using the Search Bar

• Copying Files by Manual Selection

Copying Files Using the Search Bar

If you need to copy all results from a search to a new location you can do that by copying results directly from the search bar. To do so, first, complete the search you want to perform, and then follow the steps below:

Please Note:

1. When copying resources that are included in a legal hold to a folder, the source hold remains in place on the destination resources. Resources under legal hold cannot be deleted or overwritten.

2. Copying keeps--via overwriting--only one copy of a file if there are duplicates in the original selection. Therefore, if you attempt to copy duplicates of a resource under hold, you will see errors for each duplicate resource beyond the initial version copied. These errors can be ignored. The files in the destination will be as expected.

Step 1:

After completing your search, you can begin to copy your search results by clicking on the ellipsis in the search bar.

Step 2:

Next, a dropdown menu will appear. From this menu select ‘Copy results to folder’.

Step 3:

You now have a choice to:

1. Copy search results only

2. Copy search results and family members

Select the option that best meets your needs.

Step 4:

Next you’ll choose where you want to copy the files to. Navigate the menu that appears to find the location that best meets your needs.

Step 5:

Once you’ve selected the location you’d like to copy your files to, you’ll click on the blue button that says ‘Copy here’ (a).

Alternatively, if you need to create a new folder to copy the items to, you can do that by clicking on ‘Add new folder’ (b)

Step 6:

After clicking ‘Copy here’ you’ll see a small window pop up on your screen. This progress window will tell you where you’re copying your search results to, as well as the progress of copying those files.

Step 7:

Finally, once your search results have completed copying, you’ll see a new window pop up onto your screen indicating your files were successfully copied. To get more information simply

1. Click on the arrow in the top right corner of the pop up window.

2. Notice how many items were successfully copied.

3. Notice how many files failed to copy.

Step 8:

If some items have failed to copy you have the ability to retry copying just the failed files by clicking on ‘Retry’ next to the notification that items failed to copy.

Copying Files by Manual Selection

There may be times when you don’t need to copy an entire set of search results, but just a few files from a workspace, file, or set of search results. You are able to do this by manually selecting the files you want to copy. Follow the steps below to learn how to copy files by manual selection:

Please Note:

1. When copying resources that are included in a legal hold to a folder, the source hold remains in place on the destination resources. Resources under legal hold cannot be deleted or overwritten.

2. Copying keeps--via overwriting--only one copy of a file if there are duplicates in the original selection. Therefore, if you attempt to copy duplicates of a resource under hold, you will see errors for each duplicate resource beyond the initial version copied. These errors can be ignored. The files in the destination will be as expected.

Step 1:

After navigating to the space where the files you want to copy are stored, you can manually select files clicking on the icon directly to the left of the file name.

Step 2:

Once you click on the icon to the left of the file name you’ll:

1. See that the icons have turned to checked boxes indicating these are files to be copied.

2. Click on the ellipsis in the right corner of one of the selected files.

Step 3:

From the dropdown menu that appears select the option ‘Copy selected to…’

Step 4:

You now have a choice to:

1. Copy files only

2. Copy files and family members

Select the option that best meets your needs.

Step 5:

Next, you’ll:

1. Navigate to the location you want to copy the selected files

2. Click the blue ‘Copy here’ button in the bottom right corner of the menu.

Step 6:

After clicking ‘Copy here’ you’ll see a small window pop up on your screen. This progress window will tell you where you’re copying your selection to, as well as the progress of copying those files.

Step 7:

Finally, once your files have completed copying you’ll see a new window pop up onto your screen indicating your files were successfully copied.