Copying Documents
You can copy documents. When doing so, the index data form is launched, after which the document then opens in a corresponding module or a Windows application. You can edit the copy there.
A copy of the document will be saved at the same location as the original.
To copy documents, follow these steps
- Select a document from a hit list, folder window, or the filing tray.
- Right-click to open the context menu.
- Select Create copy.
The index data form will open.
- Edit the index data.
- Confirm the changes by pressing OK.
A copy of the document will open in a module or W-program.
- Edit the copy.
- Save the copy.
- Update the document display.
The copy is saved in the same location as the original.
Copies of W-Documents will have to be checked in.
If you drag a document onto a folder or register while holding down the right mouse button, you can select Create copy here from the context menu to create a copy of the document.
If you drag a document onto the folder or a different cabinet while holding the right mouse button, you can create a cross-type reference document there. To do so, select the required document type and index the document.
If the selected document type contains fields with identical internal names, the index data of the source document will be auto-populated.