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.

  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.

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

    Note: Only the latest revision is copied.