How not to copy files in SharePoint


copy files in SharePointI usually advocate for many wonderful features of SharePoint to be used as much as possible, but today I would like to explain the feature which I would not want you to use. I had few clients inquire about best ways to copy files in SharePoint between sites and libraries. In particular, about the feature called “Send To” or “Copy”.

 

 

Copy files in SharePoint using “Send To” command

There is a feature accessible via SharePoint File ribbon and it is called “Send To” or “Copy”.

Send To 1

In theory, the intent is great. The functionality allows you to copy file from one library to another and establish a link, so an update in source document library will update the file in the destination document library. I am sure you can see a number of business scenarios where this could be required. For example, HR could develop a number of company policies on the internal HR site, work through multiple changes and revisions, but only publish the official version to HR Employee site.

 

Sounds great in theory, but not as useful in practice. Let me explain…

 

  1. Feature is not user friendly at all. You have to insert the path of the destination library. You can’t browse and your URL has to be a root of the library, not a particular view – otherwise it will error outSend To 2
  2. The file update does not occur automatically. Should you change the file in source library, users have to manually force the updates to destination library. This means extra things and steps for user they won’t rememberManage copiesManage copies-update
  3. Only works on 1 file at a time. You can only copy 1 file at a time, which is waste of time if you need to copy/send a few.
  4. Feature is useless if destination library has custom metadata. In case if you use custom metadata in destination library to tag the file, you cannot assign it from the same menu when you send/copy the file over. That means you have to go to destination library anyway to assign metadata after file ends up there.
  5. Can’t send/copy folders – just individual files

 

Based on the above, I do not recommend that you use the Send To/Copy functionality. While great in theory, in practice it is not user-friendly and really does not add much value. You will be much better off educating your users on the manual process of uploading files in both libraries/sites. If you do decide to implement this for whatever reason, it is a sure way to kill SharePoint User Adoption

 

Need help with SharePoint?

Gregory Zelfond_sAs an independent SharePoint & Office 365 Consultant and certified Project Management Professional (PMP), I help businesses and non-profits to unlock the power of SharePoint so they can improve the bottom-line business results.

My code-free, out-of-the-box SharePoint solutions include: SharePoint Migration, Document Management and Training to businesses and non-profits. As an independent consultant who works virtually and remotely, my services cost a fraction of what you typically would pay SharePoint consulting firms.

Contact me at greg@sharepointmaven.com if you need help with SharePoint in your organization.