How do I copy something to another Hub, or add an email to a Hub?

Last verified 12 November 2026
Features Hubs Files Email Sharing
Read time 3 min
Plans Core, Growth
The short version

To copy a file, open its menu, select Copy to Hub, choose the Hub and folder, and confirm. To add an email, open it in Emails, select Add to Hub, choose the Hub, and select Add copy to Hub. Both add a copy and leave the original where it is. Hubs are on the Core plan and the Growth plan.

Work and email often start outside the Hub they belong to. Copy to Hub puts a copy of a file in a Hub. Add to Hub puts a copy of an email, or part of one, in a Hub or an inquiry. In both cases the original stays where it is.

Copy a file to a Hub

  1. Open the file’s menu. Open the file, or find it in your Library or a Hub, and open its menu.
  2. Select Copy to Hub. The Copy to Hub dialog opens.
  3. Choose the Hub and folder. Choose a Hub under Hub, and a Folder or No folder. Under Who will see the copy, check who has access to that place.
  4. Confirm. Select Copy to Hub. The copy appears in that Hub. A file from your Library stays private in your Library.

Add an email to a Hub

  1. Open the email. Open it on the Emails page. Press ⌘K (Ctrl+K on Windows) and type Emails, or open Business Center from the rail, select Toolkit, find Messages, and select Open.
  2. Select Add to Hub. The dialog says “Shares a copy of this one email. Your mailbox stays private.”
  3. Choose where it goes. Under Where, choose Hub or Inquiry, then pick one. Only the Hubs you’re assigned to are listed.
  4. Choose what to share. Under What to share, choose Whole message, or Excerpt and paste or write the part to share. Choose which Attachments to include.
  5. Check and add it. Under Check the copy, review the sender, recipients, date, and who can see it. Select Add copy to Hub, or Add copy to inquiry.

To keep a whole thread with a Hub as it continues, forward it to the Hub’s forwarding address instead. See How do I bring an existing email into a Hub?.

If something goes wrong

  • You don’t see Copy to Hub. You need edit access to the file, and it can’t be archived.
  • The Hub list says You don’t have a Hub you can add files to yet. Create a Hub, or ask for edit access to one.
  • You don’t see Add to Hub on an email. The email was sent to a Hub’s forwarding address, so it’s already in that Hub.
  • You see Only emails from your own mailbox can be added. You can add email from your own connected Gmail only.
Good to know

Everyone with access to the Hub sees the copy, including Hub guests. Check Who will see the copy before you confirm.

To learn what a client sees in a Hub, see What can clients see in Visualist?.

Related articles
Hubs and projects How do I add files and content to a Hub? Messages and email How do I bring an existing email into a Hub? Team and permissions What can clients see in Visualist? Messages and email How do I use the Emails page?
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