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Copy files from another location

Copy a report template or copy a file from another engagement

Overview

Copy documents into an engagement from your firm’s admin templates or from another engagement.

Copy a file from admin templates

  1. Navigate to the folder in your engagement that you want to insert the file into

  2. Click ➕New > Copy file from…
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    ​Note: In order to access the Copy files from button, firm members must have the View templates system permission.
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  3. Check the box next to the file(s) you want to insert a copy of
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  4. Click Copy item(s)

Copy a file from another engagement

You can only copy a file from an engagement that belongs to the same client

  1. Navigate to the folder in your engagement that you want to insert the file into

  2. Click ➕New > Copy file from…
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    ​Note: In order to access the Copy files from button, firm members must have the View templates system permission.
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  3. Use the dropdown to select which engagement to browse files from
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  4. Check the box next to the file(s) you want to insert a copy of
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  5. Click Copy item(s)
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