Articles on: Files module

Copy folders and files from another project

Overview: copy folders and files


Folder structure Advanced options in the Files module let you copy folders and files from another project, or import a reusable folder-structure template, which is used to reproduce a proven document structure on a new project.


For adding, renaming, or deleting individual folders, see Manage folders and files.


  • Your role must be Manager or higher on the destination project. Copying from another project also requires Admin on the source project.
  • You can find the menu at Files module - Menu - Folder structure - Advanced options.
  • This creates folder structure on the destination project, and can copy files when you tick folders during project copy. Approval flow settings never carry over.


Only users with project role Manager or higher can use Advanced options in Folder structure. Copying files and folders from another project additionally requires Admin access on the source project.The Import dialog refers to folder templates as "test paradigm." This is internal naming, not a separate feature.


How to copy folders and files


Copy files and folders from another project

  1. Open the Files module from the left sidebar.
  2. Click Menu in the top right corner and select Folder structure.
  3. Under Advanced options, click Copy files and folders from other project.
  4. In the Copy dialog, select the source project and click Select.
  5. Tick the checkbox next to every folder whose files you want copied.
  6. Click Copy files and folders to project.


Screenshot: Copy folders and files from another project - copy dialog


Import a folder-structure template

  1. Open the Files module from the left sidebar.
  2. Click Menu and select Folder structure.
  3. Under Advanced options, click Import folder template.
  4. Choose the Personal, Public, or Project tab, then select the folder template.
  5. Confirm the import. Only the folder structure is created.


Screenshot: Copy folders and files from another project - import folder template


Results: copy folders and files


Item

Copy files and folders from other project

Import folder template

Folder structure

Entire source project structure copied

Entire template structure copied

Files

Only from folders you tick

Never copied

Approval flow

Never carries over

Never carries over

Access needed

Manager or higher on destination, Admin on source

Manager or higher on destination

Where templates come from

Any project you have Admin access on

Personal, Public, or Project template library


Troubleshooting: copy folders and files


Problem

Cause

Solution

A project I need is not available when copying

You do not have Admin access on that source project

Ask a Company Admin to grant you Admin on the source project, or have someone with Admin there run the copy

Files are missing after copying

Folder checkbox was not ticked

Repeat the copy and tick every folder whose files you need

Approval settings are missing on the new folders

Approval flow never carries over

Turn on Activate Approval of files (submittals) manually on the new project's folders

Updated on: 07/26/2026

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