When using document management software, there are often times when it is necessary to use the same group of folders or documents for a different purpose. For instance, if a new group of investors is being given access to due diligence materials, it may save time to copy the materials and control access for the new group.
With the “duplicate workspaces” feature on CapLinked, creating the new set of documents is as easy as 1-2-3.
- On the teams page, select the “duplicate” option next to the workspace you want to duplicate.
- Name the new workspace.
- You will receive an email with a link to the new workspace once it has finished duplicating. Click the link to start using your new workspace and assigning new users.
The settings, logo, files, folders, and permission groups will be duplicated and ready to use. The individual users are not copied so that the administrator can decide who will view the new workspace.
Duplicate workspaces is a simple tool that helps to make CapLinked the best online document management platform. It’s just one of the many ways that CapLinked can save you time and keep you on track to close your deal.
If you’d like to learn more about CapLinked workspaces or any feature, check out our Product Tour. Or click below to give CapLinked a try. We’d love to hear how we can improve your workflow.
