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Simple, flexible product lifecycle management software for growing companies™

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.

  1. Search for 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 revision, select the appropriate revision.

  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".

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