The Duplicate Document feature lets you create a copy of an existing document while deciding which specific parts of the document you want to include in the copy. This is useful for quickly generating similar documents for different projects or products without starting from scratch.
🔁 When Should You Duplicate a Document?
Use duplication when:
- You need to create a similar document for another project
- You want to reuse document structure, assignments, or revisions
- You need to copy document references and links to related documents
🖱️ How to Duplicate a Document
- Select the Document You Want to Duplicate
In the Document List View, find and select the document you wish to copy. - Click the "Duplicate" Button
Use the Duplicate button above the document list. - Fill in the Duplication Form
The Duplicate Document panel will open. Here you can:- Project – Choose the project the new document belongs to
- Number – Enter the new document number (this is required)
- Access Tags – Review or update who has access to the new document
- Select What to Copy (Options)
Check or uncheck the following options depending on what you need:
Option
What It Does
Info
Copies basic document information such as name, description, and metadata
Status
Copies the document’s current workflow status
Revision With Files
Copies the last revision along with the attached files
Revision Status
Copies the current revision’s status (e.g., Working, Not Started)
Document References
Copies links to other related documents
- Click "Duplicate"
When you’re done, click Duplicate to create the new document.
🗂️ What Can You Control During Duplication?
Field
Editable During Duplication
Project
✅ Yes
Document Name
✅ Yes (if included in Info)
Document Number
✅ Yes (required)
Access Tags
✅ Yes
Revision & Files
✅ Optional (checkbox)
Document References
✅ Optional (checkbox)
Status
✅ Optional (checkbox)
🛠️ Example Use Case: Engineering Document Duplication
An engineering team uses duplication to:
- Copy technical documentation from one project to another while keeping the same structure
- Create a new document based on a previous revision with files attached
- Reuse status information and references to other documents
- Control exactly what is copied, avoiding unnecessary data duplication
This makes the process flexible, saving time and reducing the risk of manual errors.
❓ FAQ
Q: Is duplication the same as revisioning?
No. Duplication creates a new, independent document, while revisioning tracks changes to the same document.
Q: Do I have to assign a new document number?
Yes, the Number field is mandatory when duplicating a document.
Q: What if I don’t want to copy the revision files?
Simply uncheck the "Revision With Files" option to create a clean copy without the attached files.
Q: Can all users duplicate documents?
Only users with the correct permissions will see the Duplicate option. If it’s missing, check with your administrator.
