CopyThis action will copy an existing File and save it to the current path or to a completely different path. The Copy action can also be configured to copy an entire Folder of Files to save to a specified location.
Watch this video to see this macro in action.
***Video coming soon!***
|1. Category (REQUIRED)||A Category titled “Excel” is required for this macro to function properly. The color for this category has no impact on the behavior of this macro but will determine how the appointment display’s on your Outlook Calendar.|
|2. Subject (REQUIRED)||In the Appointment Subject Field enter “Copy(File):” or “Copy(Folder):” to indicate if you are copying a File or Folder. The text following “:” will be considered the NEW path and name of the File or Folder you are copying. There is no need to enter the File Extension because it will be determined when referencing the Location Field. (Ex. Subject = Copy(File): C:….Leverage & Lean\Stay Awesome\NEW File Name or Subject = Copy(Folder): C:….Leverage & Lean\Stay Awesome\NEW Folder Name)|
|3. Location (REQUIRED)||In the Location Field enter in the entire path of the File or Folder you plan to copy. If you are copying a File this path will need to include the File Extension. (Ex. Location = C:….Leverage & Lean\Stay Awesome\Excel Workbook.xlsx or Location = C:….Leverage & Lean\Stay Awesome\|
|4. Appointment Body (Not Applicable)||Whatever is populated in the Appointment Body will have NO impact on the Copy action.(This Field is Not Applicable)|
|5. Reminder (REQUIRED)||The Reminder Field controls when the action will fire based on the Appointment Start Date & Time.|
|6. Recurrence (Recommended)||If the action you are creating needs to fire again at a future date & time then you can setup the Appointment to be reoccurring. (This Field is Recommended)|
|[Date] (Additional Parameter)||In the Subject and Location. You can use [Date] followed by , and Date Formatting such as mm/dd/yyyy or “mmm” for Mar and “mmmm” for March to get name of current month. A full list of Date Formatting options can be found here! By Default Date Format will equal mm.dd.yyyy (Ex. Subject = Copy(File): C:….Leverage & Lean\Stay Awesome\NEW File Name [Date,mm.dd.yyyy] or Subject = Copy(Folder): C:….Leverage & Lean\Stay Awesome\NEW Folder Name [Date,mm.dd.yyyy])
If using this parameter in the Subject or Location Field you must enter . instead of / because this is being used to save a file.