Copying Documents

enaio® client 10.10 »

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

  1. Select a document from a hit list, folder window, or the filing tray.

  2. Right-click to open the context menu.

  3. Select Create copy.

    The index data form will open.

  4. Edit the index data.

  5. Confirm the changes by pressing OK.

    A copy of the document will open in a module or W-program.

  6. Edit the copy.

  7. Save the copy.

  8. 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 also 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 (see Creating References to Documents).