---
title: "Understanding Bulk Copy"
slug: "understanding-bulk-copy"
updated: 2025-09-14T14:27:15Z
published: 2025-09-14T14:27:15Z
canonical: "documentation.encodify.com/understanding-bulk-copy"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Bulk Copy

## Overview

---

**Bulk Copy** allows you to create multiple duplicates of an item in Encodify quickly. This is useful when you need several similar records without manually recreating each one. By streamlining this process, Bulk Copy saves time, reduces repetitive data entry, and ensures consistency when working with large numbers of similar items.

## How to configure Bulk Copy

---

To enable **Bulk Copy**, follow these steps:

1. Navigate to **Site Configuration → {Module} → Settings**.
2. Click **Edit Settings**.
3. Check the box for **Enable Copy Items**.
4. Set the **Maximum Number of Copies Allowed** to a value greater than 1.
5. Specify a **Field Template for Copy**
6. Click **Save** to apply your changes.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-13 at 21.18.56.png)

An image highlighting module settings for Copy Items

## Understanding Bulk Copy

---

> [!WARNING]
> **Note:** A user will need to have Read and Upload access to be able to create the copy.

### Where to find Bulk Copy

The ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-13 at 21.25.28.png)Copy button will be available from the following locations:

- **Spreadsheet Widget** – In the actions menu for individual items.
- **Calendar Widget** – In the actions menu for individual items, accessible via right-click.
- **Module Search View** – In the actions menu for individual items.
- **Form View** – In the actions toolbar.

After clicking the ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-13 at 21.25.28.png)Copy button, you will be prompted to specify and confirm the number of copies you want to create.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 09.20.14.png)

An image highlighting the bulk copy prompt

### Bulk Copy Wizard

After confirming the number of copies to create, the **Bulk Copy wizard** will open and display a set of temporary items matching the number of copies specified. Each copy must be saved individually before it becomes a permanent item.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 09.20.56.png)

An image highlighting the Bulk Copy wizard displayed as a spreadsheet view

The table below provides a quick overview of the Bulk Copy Wizard.

| Action | Guide |
| --- | --- |
| 1. Adjust the **Row Height**. Options include short, medium and tall. A users preference will be inherited from the associated module view. > [!WARNING] > **Note:** When **Preview Media Files** is enabled, the Short and Medium options will utilise the **Media File Holder for Search Results as List** defined within Module settings. For the Tall, we utilise the **Media File Holder for Search Results** option. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 08.34.55.png) |
| 1. Save the temporary items created according to the number of copies specified. The **Save** button is only available when using the Spreadsheet view. If you are working in Split view, each item must be opened and saved individually from the **F**orm with Tabs view. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 08.35.51.png) |
| 1. The **Module View Selector** allows you to switch between all available views configured within a specific module. In this case, the dropdown list is restricted to display only the Spreadsheet and Split views. Other view types are not supported. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 08.40.51.png) |
| 1. A visual indicator is shown for each temporary item created. Once an item has been successfully created, the indicator will update to green. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 08.46.03.png) |
| 1. **Close** the Bulk Copy wizard. Please note that any temporary items which have not been saved will be discarded. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-09-14 at 08.43.48.png) |