Copying a document is useful for documents that are sent out occasionally and do not warrant a template.
When making a copy you have three options available to you. You can:
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Create a new copy containing only the document files
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Create a new copy containing the document files, the tags, and the workflow
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Create a new copy containing the document files, the tags, workflow, and the same recipients.
How to Copy as a New Document
Note: This tutorial guide will cover how to copy from an existing document, however, you can also copy templates if reqired.
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From the User Dashboard, select Documents from the left navigation menu.
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Locate the document you wish to create a copy of and click the vertical three-dot (︙) menu at the end of the document row.
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Select Copy as a New Document from the dropdown.
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In the pop-up window, select the copy option you want to use and then click Copy.
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A copy of the will appear at the top of the Documents list.
Note: The document will automatically be renamed with a number depending on how many other documents you have with the same name. To rename the document to a new unique name, see How to Rename a Document/Template.
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Click on the documents name to open it in the Editor.
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Review the document to ensure everything was copied over correctly.