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Copying whole sections from one file to another

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  • Mike

    Hi Melissa!

    Sorry for the delay in getting back to you. At this time, there is not automated way to copy a section from document to another.  Aside from the method mentioned above of copying from the old section to a new section, you can also export a section to DOCX and copy that into your new document as well. This may not be much an improvement on the previous method mentioned though, but it may be worth a shot.

    I will say that our Product Team is investigating this feature and I've shared your interest with the team and will keep you updated going forward. In the meantime, let me know if you have any questions on the above or need anything else. Thanks again and chat soon!

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  • Melissa Rudig

    Thanks Mike. 

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  • Mario Alarcon

    can it be done now ? 

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  • Mike

    Hi Mario,

    Thanks for reaching out. Sadly, I don't have a good update here. Currently this cannot be done and is not planned to be worked on by our product team at this time. I'm happy to share your interest with the team and will definitely keep you updated should the status change.

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  • Carol Laumeier

    Hi all, I also need to copy sections of a document from one document to another. Can Workiva please expedite this feature?  It was requested 3 years ago.

    Would be great to be able to select the section in the document Outline and copy/paste to the other document Outline (similar to how PowerPoint functions).

    Workiva's work-arounds are insufficient.  The regular Command key copy/paste function does not retain the original formatting (and why doesn't the menu copy/paste function work yet?).

    Exporting content as a .docx and then importing to the other document requires reformatting, plus moving the section to the correct place in the document, plus corrections to the Table of Contents (TOC), as import places at the end of the document.

    The shortcut is to copy the entire document, remove unneeded sections, and update the TOC. 

    Workiva is powerful, it should be able to copy/paste sections without having to do work-arounds.  Please reply.  Thank you!

    Ryan Lemlein, Zach Marks

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  • Mike

    Thanks for providing your input here, Carol! We will definitely share these insights with our product team for their added consideration.

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