---
title: Copy Documents Feature
description: Copy Documents Feature
---

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June 23, 2026

# Copy Documents Feature

The new **Copy** function streamlines document handling, allowing you to transfer documents between folders without the hassle of re-uploading. Whether you're dealing with a multi-unit property where the same documents are needed for each unit or duplicate listings were created, this feature was built to make document transfers quick and efficient

 

### How It Works

#### 1. Accessing the Copy Feature

This option is located in the **Documents** section of each file (listing, client, or transaction). When you click on **Copy Document**, a window will open.

![0dbb847b-9866-4d39-960b-fa6826208caf](https://knowledge.nexone.ca/hs-fs/hubfs/0dbb847b-9866-4d39-960b-fa6826208caf.png?width=670&height=367&name=0dbb847b-9866-4d39-960b-fa6826208caf.png)

 

Agents, Team Assistants, and administrators have the option to **copy** documents. This ensures files remain accessible in their original location.

#### 2. Selecting Document Destination

- The **source folder** will display the name of the file
- The **Action** section will be set to **Copy**

When using the feature, you can select where documents should go, based on the following criteria:

- **Target Folder Type**: Choose between **Listing**, **Client**, or **Transaction** folders.
- **Target Folder**: Search for destination folders using various identifiers such as MLS number, contract number, property address, client names, or folder creation date.
- **Document Selection**: Select which document(s) you want to copy. You can also **select or unselect all** documents if necessary.
- Select **Excute** to complete copy documents function.

![a4db0eb8-0294-4e58-a0a2-a867bb3ee26e](https://knowledge.nexone.ca/hs-fs/hubfs/a4db0eb8-0294-4e58-a0a2-a867bb3ee26e.png?width=670&height=537&name=a4db0eb8-0294-4e58-a0a2-a867bb3ee26e.png)

 

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