Step 1 - How to Install Quick Copy & Move Files

Overview of the app

Quick Copy & Move Files is a powerful monday.com app designed to simplify file management across your workspace. It allows you to seamlessly copy or move files between columns, items, and boards, ensuring all important documents, images, and resources are easily accessible in the right places.

In addition to transferring files between standard file columns, this app also enables you to copy files from an item’s update field to a file column, ensuring that important attachments from updates are properly stored for future reference.

Whether you're working on a marketing campaign, sales pipeline, project management board, or HR workflow, Quick Copy & Move Files helps teams stay organized and efficient by automating file transfers based on status changes, column updates, and button clicks.

By eliminating manual downloads and uploads, this app enhances team collaboration, reduces errors, and improves productivity, making file management effortless in monday.com.

Key benefits

Save Time – No more downloading and re-uploading files manually. Move or copy files instantly.
Stay Organized – Keep all your files in the right place, reducing clutter and mismanagement.
Reduce Errors – Avoid duplication mistakes by automating file transfers.
Enhance Collaboration – Share files seamlessly across teams and boards.
Flexible Automation – Automate file movements based on status changes, column updates, or button clicks.
Cross-Board Transfers – Move files between different boards without extra effort.
One-Click Transfers – Quickly copy or move files using a simple button action.

How It Works

Quick Copy & Move Files streamlines file transfers within monday.com, allowing you to move or copy files manually or through automations based on triggers like status updates, column changes, or button clicks.

Automating File Transfers:

Instead of moving files manually, you can automate transfers based on conditions to save time and improve efficiency.

Automation Triggers:

Button Clicks – Instantly copy or move files to another board.
Column Changes – Auto-transfer files when a column is updated.
Status Changes – Automatically move or copy files when status changes.

These automations ensure your files are always in the right place without extra work.

Use Cases:

Marketing Teams – Move design assets to a campaign board.
Sales Teams – Transfer client files from leads to closed deals.
Project Managers – Consolidate reports across task boards.
HR Teams – Move employee documents from hiring to onboarding.
IT Teams – Copy error logs from support tickets to analysis boards.

Follow this step-by-step guide to install Quick Copy & Move Files in monday.com.

Step 1: Open the monday.com Marketplace

Log in to your monday.com account.
Click on your profile picture (top right corner).
Select Apps Marketplace from the dropdown menu.
or

Step 2: Find Quick Copy & Move Files

In the Marketplace, type Quick Copy & Move Files in the search bar.
Click on the app from the search results.
Click Install to add it to your account.

Alternatively, you can install the app directly using this button:

Step 3: Grant Permissions

Once installed, you'll be asked to grant permissions.
Click Allow to enable the app to:
✅ Read and update files in your monday.com account.

✅ Access boards, items, and columns for file transfers.

✅ Automate file movements based on triggers like status updates, column changes, and button clicks.

Step 4: Configure the App

Open a monday.com board where you want to use the app.
Click Integrate (top right corner).
Search for Quick Copy & Move Files.
Select and configure the automation settings based on your needs.

Step 5: Start Using Quick Copy & Move Files

Once installed and configured, you can:

📌 Manually copy/move files between columns, items, or boards.

⚡ Set up automations to transfer files based on triggers.

Your Quick Copy & Move Files app is now ready to use in monday.com!