Transfer all your Personal workspace files to a Team workspace in one step. Choose Copy to keep your originals, or Move to send them to your Personal Trash. Transferred files stay private to you.
Applies to: v4.0.x or later, on Plaud Web. Still using v3.30.x or earlier Plaud Team? See How to move a recording from your Personal workspace to a Team workspace.
How do I transfer my files to a Team workspace?
- On Plaud Web, select the workspace name at the top left, then choose your Team workspace.
- Select the workspace name again, then select Settings. Go to Workspace → Preferences. Under Privacy & security, find Transfer files to team workspace, then select Transfer files.
- Check the source and destination workspaces, then select Copy to Team or Move to Team.
The transfer runs in the background, so you can close the page. When it finishes, a notification shows the result.
New Members also get a one-time offer to transfer their files after joining a Team workspace.
Should I choose Copy or Move?
- Copy keeps your originals in your Personal workspace. It's the default.
- Move sends each original to your Personal Trash after it transfers. Share links on the originals stop working. If a file can't be moved, it stays in your Personal workspace.
If you're not sure, choose Copy. You can delete the originals later.
What transfers?
The transfer includes all files in your Personal workspace, except files in Trash. Recordings keep their transcripts, summaries, notes, and highlights. Imported files, standalone notes, and your folders transfer too. Everything arrives in My files in the Team workspace.
Templates, skills, connectors, integrations, speaker voiceprints, and settings such as glossary and Routines stay in your Personal workspace. So do your Ask Plaud history and sharing settings.
Files you add after the transfer starts aren't included. The transfer doesn't use minutes or credits. If you already uploaded some recordings to the Team workspace, you might see duplicates.
What are the limits?
- Same data region only. Each workspace's data stays in the region where it was set up, so the transfer can't cross regions. Bring recordings over manually instead. See How to move a recording from your Personal workspace to a Team workspace — for v4.0.x or later. To ask about a cross-region transfer, send your question.
- All files at once. The transfer brings everything in one step. To leave a file out, move it to your Personal Trash before you start, and restore it afterward.
- Once per Team workspace. A second run could duplicate your files, so the option closes after the transfer starts.
- Your own files only. Each Member decides for their own files. Admins can't transfer files for Members or require a transfer.
- Personal to Team only. You can't transfer files from a Team workspace back to your Personal workspace.
- Plaud Web only. The Plaud Desktop app and the Plaud Mobile App don't offer the transfer.
Who can see my transferred files?
Only you. Transferred files are private in My files, and they aren't added to Team files. Admins and other Members can't see them unless you share them. To share a file, see Who can see my content in a Team workspace? — for v4.0.x or later
What happens to my transferred files if I leave the Team workspace?
You lose access to them. Files you shared stay visible to the people you shared them with. With Copy, your originals are still in your Personal workspace. With Move, restore them from your Personal Trash.
Disclaimer: The information in this article is for reference only and may change as Plaud product features continue to update. Please refer to the latest version of the product for the most current experience.