Copying a Document (SAP Library - Document Management)

Copying a Document

Prerequisites

The document that you want to use as a template for copying must already exist.

You can use the following documents to copy from:

The document that you want to copy from must exist.

The document that you copy from must have the same document type as the one you want to create.

Procedure

In the Create document: Initial screen enter the data for the document you want to create.

See Creating a Document

In the Copy from box, you enter the data for the source document.

If the source document has more than one version and you want to choose the version from a list, enter the special character * in the Document version field.

You see the Document Versions screen, showing a list of all the versions of the document.
Choose the version you want to copy from.

The system checks the template, or source document. You will see one or several dialog boxes where you must decide which data you want to copy from the template, or source document.

See also: Creating a New Version

You see the Basic Data screen of the document you are creating.

Process the document data such as:

Data that was copied from the template, or source documents such as person responsible and data from the original application file
Data that is not copied, for example document status

Save your document.