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.

Note: Emails and Forms cannot be copied.

Copying a Document

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.

To create a copy of a document:

1. From a Documents list, select the document you want to copy.
    
2. Click Copy in the toolbar. Or right-click and select Copy from the toolbar pop-up menu.
    
3.  A message will display to confirm that you want to make a copy of the document. Select Yes.
    
4. The copied document will display in the list and 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.