How to Duplicate a Document

Time: 1 minute Result: Copy of existing document created

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Steps

Step 1: Navigate to Documents

1. In the sidebar, click Documents
2. Select List

Step 2: Find the Document

1. Locate the document you want to duplicate
2. Click on actions menu (three dots)

Step 3: Click Duplicate

1. Select Duplicate from the menu
2. A dialog opens

Step 4: Configure Copy Options

Option	Description
Include Notes	Copy internal notes
Include Comments	Copy comments

3. Check/uncheck options as needed

Step 5: Save

1. Click Duplicate
2. New document is created with "[Copy]" prefix

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Result

✅ Duplicated document is created with same content and optional notes/comments.

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Tips

• Use duplication for similar documents (e.g., monthly reports)
• Edit the copied document to update specifics
• Change the subject to avoid confusion