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.
In the
Create document: Initial screen
enter the data for the document you want to create.
In the
Copy from
box, you enter the data for the source document.
Note
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.
See also: