Copying Workbooks

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

1. On the List or Grid view, select one or several workbooks 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 workbook.

   

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 workbook is copied and displayed on the selected folder.

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