Creating a Copy of a Document

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:

1. In FYI, in one of the lists, click on the document you want to copy.
2. Click Copy in the tool bar and confirm the copy.

You can then update the document information including Document Name, Client, Cabinet and Categories.