This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Snapshot: duplicating 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.
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Search for the document that you want to copy using the Item Explorer.
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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 revision, select the appropriate revision.
- Select the command from the 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".
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
