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Roll forward to a new year

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Demande de démonstration

Hello!  I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year.  Are there instructions on how to do this?

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Commentaires

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  • Liz Habel

    Hi Aimee,

    Great question - I'm sure this topic will be relevant to lots of users right now! The best resource we have is our article on Copying a File or Folder. It walks through the steps of copying a folder, the different settings and what they mean, and there are some helpful best practices at the bottom of the page.

    If you have any questions about best practices that aren't answered in the article, your CSM would also be a great resource for giving recommendations based on your specific file organization and linking structure. 

    Hope this helps! Let us know if there are any other ways we can help here :)

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