Create a Copy of a Document or Folder

You can create a new document or folder by copying an existing DM document or folder. The content in the existing version you choose to copy will be content for the first version of the copied document or folder.

To copy a document or folder:

  1. From a document list, such as the Recently Edited list, select the document or folder you want to copy.

  2. Click the More actions icon and select Copy. The Version List window is displayed.

  3. Select the version you want to copy and click OK. The Copy Document page is displayed.

  4. Edit the Document Profile fields you want to change for the new document or folder, such as the Document Name field or Folder Name field.

  5. When you are finished editing the Document Profile, click the Save button.

  6. The Document Details or Folder Details page is displayed with the new document's or folder's information.

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