Copy a document

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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.