Often there is the need to copy an existing document stored within FYI and reuse the content. This function could be used when responding to a client request that matches the previous year, or if you want to reuse the content of a document for a new client.
When you create a copy, it creates a brand new document in FYI, containing the same information as the original. This new document can then be filed against the same client with differing categories, or against a new client:
- In FYI, in one of the lists, click on the document you want to copy.
- Click Copy in the tool bar and confirm the copy.
You can then update the document information including Document Name, Client, Cabinet and Categories.