To Make a Copy of a Document
If the Copy link is available in the Actions section of the Task pane, you can make a new document from the document in the Content pane. All chosen attributes and relationships are copied to the new document instance.
-
Click the Copy link in Actions section of the Task pane.
The Copy Document dialog opens.
- Edit the Number and Revision fields (note the two-part Number field).
-
On the Properties, Relationships, and Files & Copies tabs, select which properties, relationships, files, and copies of the selected document you want to copy over to the new document.
The Relationships tab has two modes: if Simple mode is selected, all relationships of the selected object type are copied, whereas if Advanced mode is selected, you can select which individual relationships of the selected object types you want to copy.
Options on the Files & Copies tab let you select which files and copies of the selected document you want to copy over to the new document.
-
When finished, click the Copy button.
The copy is made.
- If you want to go to the new document now, click Show New Document, otherwise click Cancel.
