Copying a document

The creator of a document can make a copy of the document. This allows you to copy all files, fields, and recipients associated with a document. Copying a document is an alternative to creating and using a template. It's useful when you have a document that you don't send often enough that you you need to create a template, but you don't want to have to create the document from scratch.  

When a document is copied, it will be in draft status so you can modify recipients and settings before sending.

There are three ways to copy a document:

Copy from the document list

1. Navigate to the documents area
2. Locate the document you'd like to copy
3. Click More Actions to choose from available document actions
4. Choose Copy

Copy from the document details popout

1. Navigate to the documents area
2. Locate the document you'd like to copy
3. Click on the document name to load the document details popout
4. Click More Actions to choose from available document actions
5. Choose Copy

Copy in bulk

1. Navigate to the documents area
2. Locate the document(s) you'd like to copy
3. Click the checkmark next to the document(s) you'd like to copy
4. In the top bar, choose the Copy icon