Copying a Document

You can create a copy of generic document. This does not create a new revision of the original object; instead it creates a new object.

Required access roles:

  • Baseline: Owner
  • App-specific: Librarian

Before you begin: Access the Properties page of a document. See Document Properties.
  1. Select Actions > Copy from the page toolbar.

    The attributes for the original object are copied to this new object.

  2. Edit the details for the new copy. See Document Properties for details about the fields.

    You might see custom attributes for the object. If a custom attribute field name appears in red, it is a required field.

  3. Click Done.