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

# Moving and Copying Calls

> Move or copy calls between workspaces — including workspaces in a different organization.

Every call belongs to a workspace, but you're not locked into that placement. CallVault has a single **Move or Copy** dialog that works whether the destination is another workspace in the same organization or a workspace in an entirely different organization.

## Move vs. copy

* **Move** — removes the call from its current workspace and places it in the destination. If the destination is in another organization, the call is transferred into that org.
* **Copy** — adds the call to the destination while leaving the original in place. If the destination is in another organization, this duplicates the call into that org.

## Moving or copying a call

<Steps>
  <Step title="Select the call(s)">
    Open a call, or select one or more calls from a list view using the checkboxes.
  </Step>

  <Step title="Choose Move or Copy">
    Select **Move/Copy** from the **⋯** menu. Toggle between **Move** and **Copy** at the top of the dialog.
  </Step>

  <Step title="Choose an organization">
    The dialog defaults to your current organization. Select a different one from the dropdown if you want to send the call elsewhere — or create a new organization on the spot.
  </Step>

  <Step title="Choose a workspace">
    Pick a workspace within the selected organization, or create a new one without leaving the dialog.
  </Step>

  <Step title="Confirm">
    Click **Move** or **Copy**. For multiple calls, a progress bar tracks how many have completed.
  </Step>
</Steps>

## Same-organization moves and copies

Moving or copying within the same organization is straightforward — the call (or a duplicate of it) simply changes workspace. Nothing else about the call changes.

## Cross-organization moves and copies

When the destination workspace belongs to a **different organization**, CallVault treats it as a transfer (move) or duplication (copy) across an organizational boundary:

<Warning>
  Workspace-specific metadata — folders, local tags, scores — does **not** travel with the call across organizations. The transcript, recording, AI summary, and participants do.
</Warning>

* **Cross-org move**: the call is transferred into the destination organization and removed from the source.
* **Cross-org copy**: a duplicate of the call is created in the destination organization. The original stays exactly where it was, in its source organization.

This is useful for agencies or multi-entity operators who need to hand a call off to a client's organization, or duplicate a call into a shared organization for review, without losing the version already filed in their own workspace.

## Creating a destination on the fly

If the workspace (or organization) you need doesn't exist yet, you don't need to leave the dialog — both the organization dropdown and the workspace dropdown have a **+ New** option that creates one inline and selects it automatically.