You can easily duplicate files or folders from the Files section to create a copy for internal tracking, edits, or versioning purposes. This action is available anywhere files can be accessed in Canopy.
Required Plan, License, and Permissions
Required license: Document Management
Required permissions: Admin access or staff with document and file editing permissions enabled.
Why does this matter?
Duplicating a file or folder is useful when you want to maintain a version history, share a copy for edits, or preserve originals without reuploading. It’s especially handy for quarterly reports, tax packets, or recurring document needs.
Table of Contents
How to duplicate a file or folder
Navigate to the Files section from either:
The Global Navigation bar, or
Within a Client Record
Find the file or folder you want to duplicate.
Click the three-dot icon to the right of the item.
Select Duplicate file or Duplicate folder from the dropdown menu.
💡 Note: The duplicate will appear in the same folder as the original. Be sure to rename it as needed for clarity.
What happens after duplication
A notification will confirm that the file or folder has been duplicated.
The duplicate will have the same name, appended with a number (e.g., "Engagement Letter (1)").
Tips and naming conventions
Rename duplicates immediately to avoid confusion—especially for client-facing documents.
Consider including version indicators (e.g., Q1, Final, Draft, Client Copy).
Troubleshooting
Don’t see the Duplicate option? Make sure:
You’re using a license with Document Management.
You have the correct permissions (Admin or file editing enabled).
Duplicated file isn’t visible? Try refreshing the page or checking sort settings.
Summary
Duplicating a file or folder lets you quickly create editable copies for recurring needs or internal use—without uploading the same file again. Ideal for version control, tax prep, and client records.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.