Copy a document

If a given document belongs logically to two or more document folders, keeping a copy in each folder can help users locate it.

Copying a document can also be useful if you want to use an existing document as a template for creating a new document. When making a copy of a document, reference to the source document is maintained in the document title and the Associations tab.
Note: Each copy must be maintained separately. Edits made to one copy are not propagated to other copies.
  1. Click DOCUMENTS from the Project Home menu.
  2. Using the document tree, find and select the folder containing the document that you want to copy.
  3. Select the document you want to copy, then click Copy. The Copy Files dialog box appears.
  4. Select the project from the Select Project drop-down list and select the document folder where you want to copy the selected document.
  5. Click Copy.
The document copy is now placed in the selected folder, with the name "Copy of <Source Document Name>". The reference to the source document is also maintained in the Associations section of the Document Details page.