Copying Cards

Roles: Read Only, Authors, Admins


Looking to share your team's knowledge with a prospect, customer, or another member of your team? The copy functionality allows you to easily copy all of a Card's content and maintain its formatting. After copying, you can share that Card's content by simply pasting it in your message.

How to Copy a Card

  1. Open the extension or web app and identify the Card you'd like to copy.

  2. Click the Copy Card icon. This action copies the content and formatting of the Card.

    • Alternatively, highlight the content of a Card in this view, and then use Command+C to copy the content. This content will maintain its formatting when pasted into Gmail.
  3. Paste the copied content from the Card wherever you would like to share your knowledge!