Snapshot a document

Sometimes there's already a document similar to one that you need to create. It's simple to "take a snapshot" of the source document and then edit the snapshot to reflect your new requirements.

1. Take a snapshot

Snapshot Duplicate

This copies the active document's data into a new record using the same Document Type collection member.

  1. Locate the document that you want to copy using the Item Explorer.

  2. Select the document and open it so that it is the active (front-most) document window in your item workspace.

    If you don't want to copy the current iteration, select the appropriate iteration.

  3. Select the Snapshot Duplicate command from the Edit menu or press Ctrl+D on your keyboard.

When the new document window opens, fill out the necessary information as outlined in Filling in the new document.

Snapshot Convert

This copies the active document's data into a new record, converting data as needed into the selected Document Type or Part Type collection member.

  1. Locate the document that you want to copy using the Item Explorer.

  2. Select the document and open it so that it is the active (front-most) document window in your item workspace.

    If you don't want to copy the current iteration, select the appropriate iteration.

  3. Select the Snapshot Convert command from the Edit menu.
  4. Select the desired Document Type or Part Type collection member, and then click the OK button.

    The source and target may have very different attributes, and only data that's supported in both source and target types is copied. For example, a part has a default unit of measure that cannot be copied to a document record. Custom attributes will only be copied if they share the same name and scheme.

2. Edit the record

Fully describe your new document iteration:

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