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:
For a video walkthrough that includes this feature, refer to Document Action Bar and Starred Documents (6 min).
- In FYI, in one of the lists, click on the document you want to copy.
- Click Copy in the tool bar. Or right-click and select Copy from the tool bar pop-up menu (refer to Using the Document Action Tool Bar).
- Confirm the copy and the copied document is opened for editing.
The copy has "Copy of" added to the start of the document name.
In the drawer, you can update the document information including Document Name, Client, Cabinet and Categories.
The copy is automatically "checked out". You can make changes if required and then click I am finished editing.
Note: Copy cannot be used on Emails.