Creating a Copy of a Document

Often there is the need to copy an existing document stored within FYI and reuse the content. This function could be used when responding to a client request that matches the previous year, or if you want to reuse the content of a document for a new client.

When you create a copy, it creates a new document in FYI, containing the same information as the original. This new document can then be filed against the same client with differing categories, or against a new client. 

Merge Fields are not included in copied document versions. Instead, the data that was populated by a Merge Field in the original document will be copied to the new document. Edit the newly created copy to add Merge Fields, or create a document from a Template instead. Refer to Setting up Document Templates and Stationery and Including Merge Fields in Word Templates and Stationery.

  1. In FYI, in one of the lists, click on the document you want to copy.

  2. Click Copy in the toolbar. Or right-click and select Copy from the toolbar pop-up menu (refer to Using the Document Action Toolbar).

  3. Confirm the copy and the copied document is opened for editing. The copy has "Copy of" added to the start of the document name.

    In the drawer, you can update the document information including Document Name, Client, Cabinet and Categories. Click on the fields to update as required.

    Refer to Opening, Editing and Finish Editing Documents to edit your document.


Note: Copy cannot be used on Emails.


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