Rename, move, and copy content

Use an item's Library actions menu to change its name, relocate it, or make a separate copy. The available operations differ by type.

Rename an item

Folders, active Guides, Forms, templates, and files can offer Rename.

1. Open the item's actions menu and select Rename.
2. Enter a nonempty name.
3. Confirm the rename.

The item stays in its folder. Renaming does not duplicate it or grant new access. Courses do not have a separate Rename action in this Library menu; use their editor for the name.

Move an item

Folders, active Guides, Forms, Courses, templates, and files can offer Move.

1. Select Move from the item's actions menu.
2. Browse the destination picker, or search for a folder.
3. Use a folder's arrow to browse inside it. Select the folder row itself to choose it as the destination.
4. Review the selected name and location, then confirm the move.

Moves require an explicit destination selection; opening the picker or browsing into a folder does not choose one. Read-only destinations and the item's current location are disabled. A folder cannot move into itself or its descendants, and root folders cannot move.

You need suitable edit access at the source and destination. Folder moves also check the old parent's access and recalculate inherited permissions for the moved tree.

Guide moves offer a Library selector when other sources are available. Other move pickers stay within the current source. File moves must remain in the same workspace.

Duplicate content

Guides, Forms, and Courses can offer Duplicate.

1. Select Duplicate.
2. For a Form or Course, enter the copy's name and continue to the destination picker. For a Guide, review or edit the suggested name in the picker.
3. Review the selected destination; a copy flow may already have one selected.
4. Confirm to create and open the copy for editing.

Guide copies can use the picker's Library selector. Forms and Courses use the current source. Copying a Guide requires access to view the original and permission to author in the destination; you do not need to edit the original. Form and Course Duplicate actions require edit access.

A whole-Guide template offers Create Guide for a new Guide in a chosen folder. Files and folders do not have a general Duplicate action in this menu.

If an operation is unavailable or fails

Read the disabled destination's explanation. Check folder access, item lifecycle, and destination authoring/storage allowances. Restore an archived item before trying active authoring actions.

A stale Form rename may require refreshing its current version. If a picker reports an error, correct it and review the destination again. After a connection failure, check Library before repeating a copy so you do not create another.