Copy a document

A document can be duplicated at any time. This is useful if you have an existing document that you want to use as a base for a new document.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to the document record.

2. Right-click the header bar and select Copy Document.

   An information message with a link to the new document displays:

3. Click OK.

Result

The new document is renamed and includes the word "Copy".

Note: Only the latest revision is copied.

Parent Topic:Create a document