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Copy an existing document in FYI when you want to reuse its content, for example, for a similar client request from a previous year or for another client. FYI creates a separate document that you can update and file independently from the original.
Emails and Forms cannot be copied.
Copying a document
When you create a copy, FYI creates a new document containing the same information as the original. You can file the copied document against the same client with different categories, or against another client.
Merge Fields are not retained in the copied document. Instead, FYI copies the data populated by each Merge Field into the new document. Edit the newly created copy to add Merge Fields, or create a document from a template instead.
To create a copy of a document:
- From a Documents list, select the document you want to copy.
- Select Copy from the toolbar. Alternatively, right-click on the document in the list and select Copy from the menu.
- FYI displays a message to confirm that you want to copy the document. Select Yes.
- The copied document will be added to the list. FYI adds "Copy of" to the beginning of the original document name.
- Select the document in the list to display the Document drawer. Update the document information as required, for example, the document name, client, cabinet or categories.
- You can now edit, share or use the copied document in the same way as any other document in FYI.