How to duplicate a document

Open the list of folders

 Click here to view the full article: 'How to access the list of folders ?'

Duplicating from the list of folders

1. In the hierarchy list to the left, select the folder with the document you would like to duplicate. 
2. Place your cursor on that document.
3. Click the ‘Duplicate’ icon  which appears on the line to the right. 
4. A window opens where you can: 

• Change the name of the document.
• Change the type of document*.
• Change where the document is saved, or keep it in the same location.
• Change or accept the merge field values in the document.
• Change or accept the answers in the questionnaire.
• Click ‘Duplicate’ to confirm you wish to duplicate the document.

Duplicating when creating a document

Select a folder

1. Select the group in which you would like to create your document.
2. You can:

• Create a new folder > Click here to read the full article: 'How to modify a folder (return to the form)'.
• Select an existing folder > click on the folder/subfolder where your document will be: the list of folders will focus on this folder.

Create a document

In the folder where the document to be created will appear, click on 'Create a document' .

NB: You must be in a folder to create a document. 'Create a document' cannot be clicked if you are simply in a group.

Fill in the document form

• Enter the name for your document. 

All the merge fields that have been filled in for the folder will be automatically copied in the document form. 

You can modify certain fields if you wish; these changes will be applied to this document only.

NB : You can come back to your form to make changes to it at any time. Click here to view the full article: 'How to modify a folder (return to the form)'

Select the document to duplicate

1. Under ‘Source’, select ‘Document’   then select the document in the menu that appears.
2. Select the document type*.
3. Fill in the merge fields if necessary. 
4. Click ‘Save’  at the left of the screen.
5. The duplicate document will appear in the list of documents. 

NB: When you select the source document, the merge fields for the new document are the same as the document being copied. You can change this manually, or if you wish, you can click ‘Apply values from parent file’ to use all the same merge field values copied from the folder in which you are working.

Filling in the Questionnaire

Once you have created the document, the related questionnaire will appear, filled in with the same answers as the source document. You may then:

• Tick or untick answers to change the choices selected for the questionnaire.
• Click ‘Create’ to open the word processor.

NB:

• If you change the choice made in the questionnaire, this will have an effect on the final document, which will no longer be strictly identical to the original. Questions marked with a red asterisk are required.
• Duplicating a document means that the new document will not reflect future updates made to the master.
• Duplicating a document means that the customization of the source document will be duplicated, too.

*Reminder - the different types of document possible are: 

• Initial document: This means a document that is in its first version; it is usually generated from a master.
• Version: This means a document that is a revision or a second version of another document; it is usually generated by duplicating an initial document.
• Model: This is a reference document for areas that don’t need a master and a questionnaire to be created.

Follow this link to see the video tutorial: Duplicate a document to make a version 2