Copying a Document (initiating a document based on another document)
You may initiate a new document based on an existing document.
1. Retrieve the document from which you want to copy.
For information about how to
retrieve a document, see Using
Doc Search to Find a Document.
9. Click Copy button in the array of workflow action buttons.
The system creates a new document with a new document ID. The document ID information for the copied-from document is displayed in the document header and also in the Notes and Attachments tab of the new document.
Clicking the Copied from
Document Id takes you to the document you copied from.
A note stating that the document
was copied from another document is attached to the copied-from
document.
10. Complete required tabs for the document.
11. Click Submit button to route the document for approval.
For information about the requirements for a particular type of document,
see the help documentation for the specific document type. For information about routing
the document, see Routing a
Document.
Saving a
Document