Focus: The focus of this self-help article is to provide steps and information to duplicate, copy or clone an existing document.
What type of documents can I duplicate?: You can copy any type of document. Documents that have been uploaded, created using the document builder and documents created from templates.
What will the status be for my new copied document?: When you copy an existing document, it does not matter if it is a draft, sent, for approval, viewed or completed. The new duplicated version will be in a draft status.
What is going to be the new name of the duplicated document?: For example, if you have a document named “General NDA”, When you copy it, it will be named “General NDA Copy”.
What parts of the document are NOT duplicated?: “Statuses”, any “fields” data (example Signature data, initials data, date data, etc..) and any Analytics data. So, if you have a sent, viewed or completed document this will create the new version as a “Draft” and will remove any data in “fields” and remove any analytical data.
Step 1: Find the document to copy. Go to Documents on the left. Click the checkbox next to the document name. Click on “Duplicate” on the top row.
Step 2: New copy. You will see the new copy show up in the document list.
Step 3. Once it has been duplicated, open the document, rename it and you are good to go.