Copying a Document or Form Letter

You can copy a document and modify it to create a similar document or form letter response.

To copy a document or form letter:

  1. Search for the document you want to copy.

  2. On the Document or Form Letter page for the document you want to copy, select the Copy action.

  3. Type the name of your new document in the Document Name or Form Letter Name field.

  4. The Directory field defaults to the same folder as the original document. If you want to place the copied document into another folder, select if from the list.

  5. Click the Copy button.

The document and any attachments are copied and given a status of Draft. Description information, fill-ins, references as well as the envelope format, email header, footer and subject, issue, document and workflow codes assigned to the original form letter are also copied.