Settings

Settings: Transfer Templates

Create reusable profiles that control how files are copied, organized, and verified during a transfer

Overview

Transfer Templates are reusable presets for the File Transfer process. Each stores how files move to a destination — copy or move, folder structure, subfolder organization, conflict handling, verification, and an optional metadata filter.

This tab lists your presets — built-ins plus any you create. Selecting one shows its configuration.

When to Use

Set up Transfer Templates when you move or copy files the same way often enough that reconfiguring it each time has become a chore. A template remembers every transfer decision — whether originals are kept or relocated, how the destination folders are structured, how name clashes are resolved, how thoroughly the copy is verified, and which files are included — so the File Transfer process can carry it out the same way on demand. The routines worth saving are the recurring ones: importing camera cards into dated folders after every outing, or building a verified yearly archive you can trust was copied intact. Save the routine once and a repeat import or archive becomes a single choice instead of a fresh setup. The cards below explain each transfer setting, and the Managing Templates section covers starting from a built-in routine.

Requirements

  • No special requirements - Transfer Templates are available immediately
  • A template must be selected when you start a File Transfer; its settings are then applied to that transfer
  • The four built-in templates cannot be edited or deleted, and are restored automatically if removed
  • The "Use naming template" conflict option requires at least one Filename Template defined in Metadata Renaming settings
  • Template names must be unique and between 3 and 40 characters

Template Fields

Each field in the template editor, and how it shapes what the template produces.

Template NameRequired · 3–40 characters · description optional

The template's name in the list and an optional description.

Example“Archive — Move, by date”.
Transfer ModeCopy (keep originals) / Move (remove originals) · default Copy

Whether originals are kept (Copy) or removed after the transfer (Move).

ExampleCopy when ingesting from a card you'll reformat later; Move when consolidating an existing library.
Folder ModeFlatten / Preserve Structure / Organize by Metadata · default Flatten

How files land at the destination. Flatten collapses everything into one folder; Preserve Structure recreates the source hierarchy (with an optional Include root folder); Organize by Metadata builds fresh subfolders and turns on the Organization control below.

ExamplePreserve Structure keeps a shoot's day-by-day subfolders intact at the destination.
OrganizationShown for Organize by Metadata · by date, photographer, camera, …

How transferred files are sorted into destination subfolders, independent of the source structure. Options include by year, month, or day; by photographer, camera, location, rating, keyword, extension, or file type; and combined choices. Appears only when Folder Mode is Organize by Metadata.

ExampleOrganize into year/month subfolders so an archive stays browsable by date.
Conflict ResolutionUse naming template / Add suffix / Skip existing / Overwrite · default Add suffix

What happens when a file of the same name already exists at the destination. Use naming template renames via a Filename Template you pick; Add suffix appends a counter; Skip existing leaves the existing file; Overwrite replaces it.

ExampleAdd suffix (_1, _2…) turns a colliding DSC_4821.jpg into DSC_4821-1.jpg instead of overwriting.
VerificationNone (fastest) / Size comparison / MD5 checksum / SHA256 checksum · default None (fastest)

How thoroughly each transferred file is checked against its source after copying.

ExampleRaise verification when moving irreplaceable files so each is confirmed intact before the original is removed.
Metadata FilterOptional · by photographer, camera, location, rating, …

Limits the transfer to files matching a metadata condition; leave it as None to transfer everything in the selection.

ExampleFilter by photographer to move only one contributor's files from a mixed selection.

Managing Templates

Review an existing template

Select a template to see its transfer mode, folder and organization rules, conflict handling, and filter. A lock icon marks the built-in presets, which are read-only.

Create a new template

Click New, then configure the routine from the fields above. The template saves immediately and becomes available in the File Transfer process.

  1. Click New above the Templates list.
  2. Name the template and choose Copy or Move.
  3. Set folder mode, organization, and conflict resolution.
  4. Add a verification level and metadata filter if needed, then save.
Edit, duplicate, and delete

Use the buttons beside the list. Edit changes a template you created; the built-in presets are locked, so Duplicate one to get an editable copy. Delete removes a template you no longer need; built-ins cannot be deleted.

Import and export

Export writes the selected template to a file you can share or back up; Import adds templates from a file. Imported templates arrive as new, editable copies, so importing never overwrites your existing presets.

Tips & Important Notes

  • Check 'Operation' before you use a template: 'Move (remove originals)' takes files out of the source, while 'Copy (keep originals)' leaves them in place.
  • Higher 'Verification Level' settings confirm the copy more thoroughly but take longer. Use SHA256 checksum for important archives and None (fastest) for everyday transfers.
  • 'Use naming template' needs at least one Filename Template. If none exist, create one in Metadata Renaming settings, then return here.
  • A 'Metadata Filter' scans your selection when the transfer starts and lets you choose which values to include, so only matching files are transferred.