When opening an existing document, the document Edit toolbar provides the option to Copy a document.
Selecting the PENCIL icon will present a detail screen with the following options:
· Copy this entire document to another project
· Copy a part of this document to a different template
Copy an Entire Document
The first option is “Copy this entire document to another project”. The Copy to Project list provides for the selection of the target project that you want to copy the project to. The target could be the same project.
When the target project is selected the document name box will be presented to allow for modifying the document name.
When the document name has been changed and the blue Copy icon is selected, the new document will be opened ready to start editing the steps. If the document has been copied to a different project all the relevant information will be updated as each step is accessed with the current project information.
Partial Copy
The second option is “Copy a part of this document to a different template”. The Partial Copy feature looks up where the same template controls exist and allows you to map them from your current document into another document template. You need to select extra field To Template for the destination template as well as the destination project. A list of fields that can be mapped will appear. Select the ones you want to map and then select the blue Copy icon.
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