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Copying documents

You can create a new document by making a copy of an existing document. The created document has all the attributes of the original document from which it was copied. You can then edit the properties of the created document.

All the contents of a document will be copied including the reference number. As a result, you would normally only copy a spreadsheet or checklist and not unique client correspondence.

To copy a document
  1. Select the required document record(s) from the search results on the Analyse Documents page, Find Documents page or a Documents tab.
  2. Select Make a copy on the Tasks bar. The Create Document Wizard for the selected document type opens.
  3. Complete the required details and/or edit any existing details for this document copy. See Creating new documents for details.
  4. Click Finish. The new document will open in its application (such as Microsoft Word, Excel or Outlook) ready for you to update.
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