> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-security-sync/features/move-copy-attachments.md).

# Move/Copy Attachments

Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.

{% hint style="info" %}
Note: It is necessary to assign SharePoint Security Sync Administrator/SharePoint Security Sync User, Security role to use real-time migration.
{% endhint %}

### **Notes:**&#x20;

If enabled, it’ll move/copy the Note Attachments to the respective entity folder and leave a hyperlink of the path in Note Body. By clicking on the link, users can navigate to the respective SharePoint folder where the attachments are stored.

**Copy:**&#x20;

![Copy Notes](/files/CgErR2oofLYiuVc0COfi)

![Move Notes](/files/n8qGPn1l6a8o0X4qW4B6)

### Move:

<figure><img src="/files/ceSDc3rRXdmNCD0dAer6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ZKmuZIdTJuVru3HrNbLk" alt=""><figcaption></figcaption></figure>

### Email Attachments:

If enabled, it’ll move/copy the Email Attachments to a common folder called Email Attachments or Regarding folder and leave a hyperlink of the path in Note Body.

**Copy:**&#x20;

![Copy Email Attachment](/files/2CcAFKG8tgFZA6LoX39S)

![Move Email Attachment](/files/PFG6jxCSR01tfkGfeMcm)

**Move:**

<figure><img src="/files/kOHshfTgtfC9d2r9lO7I" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/i6F32cJZrqidx1WR4DWG" alt=""><figcaption></figcaption></figure>

### Sales Literature Attachments:

If enabled, it’ll move/copy the Sales Literature Attachments to the respective Sales Literature folder and leave a hyperlink of the path back in Cloud Storage Links section.

![](/files/-MW3j2hGZuXb_5DDRZid)

![](/files/-MW3j9PGrHiHPMB5yGax)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.inogic.com/sharepoint-security-sync/features/move-copy-attachments.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
