Overview

At Beefree we are hard at work finding new and innovative ways to help you boost productivity and save time. The addition of our new multi-select menu is an enhancement that achieves these two goals. You can now copy templates and folders to other workspaces. You can also move multiple folders and designs to a single workspace.

Before this enhancement, the multi-select menu feature only copied rows to other workspaces. With this enhancement, we expanded the feature to include templates and folders. Our goal was to create a predictable and standardized experience across the application. Additionally, we wanted to empower you to organize your workspaces quickly and seamlessly. This article will discuss how to move templates. To learn more about how to move designs, visit our Easily Move Designs to Other Folders and Workspaces article. 

Prerequisites

To get started, ensure you meet the following requirements:

• A Beefree plan with two or more workspaces
• A role of Owner, Admin, or Manager

Library > Templates to Workspaces

To copy a template to another workspace, take the following steps:

1. Log in to your Beefree account
2. Navigate to your Library
3. Hover over the template you’d like to make a copy of
4. Click the three vertical dots on the upper right-hand corner of the template

Note: You can also select the templates by clicking the checkbox in the left-hand corner

5. Click Make a copy
6. Use the multi-select menu to select the workspaces you’d like to send a copy to
7. Click Confirm

You will see a notification displaying Awesome! Template Copied or Excellent! Copying in progress depending on the method you chose in step four.

Detail Page > Templates to Workspaces

To copy a template to another workspace within the detail page, take the following steps:

1. Log in to your Beefree account
2. Navigate to your Library
3. Hover over the template you’d like to make a copy of
4. Click on the View details

You will be directed to the template’s details page

5. Click Make a copy
6. Use the multi-select menu to select the workspaces you’d like to send a copy to
7. Click Confirm

You will see a notification displaying Excellent! Copying in progress.