Copying Workbooks

Users with a Designer role are allowed to copy workbooks to another folder or subfolder that they have permission to.

1. On the List or Grid view, select one or several data tables then:
   • Right-click or click More Actions  and select Copy in the context menu, or
   • Click the Copy  icon on the toolbar.

   The Copy Workbook dialog displays with the folder or subfolders the user is allowed to copy the workbooks.

   

2. Select the folder or subfolder.

   

3. Select the Include linked data tables checkbox so the associated data tables linked inside the workbooks will be included when copying.

   NOTE: The Include linked data tables option is available for users with WRITE permissions to the data table.

4. Click  .

   The workbooks are copied to the selected folder.

   NOTE: If workbooks with the same name are already in the selected folder, a copy of the workbooks are added.

   

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