To Copy a Single Document Using the Copy Document Dialog
- Open the Wizard Manager dialog (Tools > Wizard Manager) and set No Wizard as the default method for creating documents.
- Select a document.
Select Document > Copy To.
The Copy Document dialog opens. The document you selected to copy is displayed in the Source Document section of the dialog.
To copy the document only, and not the attached file, turn off Copy File.
This option is on by default if the source document has a file attached. If no file is attached, the option is disabled.
If you do not want to copy the source document’s attribute values, turn off Copy Attributes.
This option is on by default if the source document's folder is associated to an environment. If the source folder is not associated to an environment, the option is disabled.
When Copy Attributes is on and the destination folder shares the same environment as the source folder, attribute values will be retained when the document is copied. When Copy Attributes is on and the destination folder does not share the same environment as the source folder, attribute values will be retained for the attributes that are the same in both environments, otherwise the attribute values will be lost.
If you do not want to copy the document's versions, turn off Copy Document Versions.
This option is on by default if the source document has versions. If the source document has no versions, or if the source document itself is a version (but not the active version), the option is disabled.
In the Destination Document section, click Select to change the folder to which to copy the document.
You can create a copy of this document in the same or another folder or project.
Do one of the following:
In the Destination Document section, turn on the check box next to the Name field if you want the new document’s name and file name to match each other.
Turn off the check box next to the Name field if you want to edit the file name independently of the document name.
Edit the Name, Description and File Name properties as needed.
If you copy the document into the same folder or project, you must change both the document name and file name. If you copy the document to a different folder, you can retain the existing document and file name, as long as there is not already a document in the destination folder that has the same document or file name. A description for the document is optional.
The dialog closes and the document is copied.