BlueCielo ProjectForce 2011 User's Guide | BlueCielo ECM Solutions

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Cloning documents

Cloning a document involves creating a new, independent document using an existing document as its source. A cloned document has the same file name and content as its source document but differs from its source document in important respects:

To clone a document:

  1. Right-click the document to be cloned, point to Tools, and click Copy Document on the shortcut menu. The CopyDocument Wizard will appear similar to the following figure.

  1. Click options or type values using the descriptions in the following table.
Copy Document options

Option

Description

Document

Copies the document and its properties. If the source document has any external references, they are not copied.

Document With Relations

Copies the document and its properties. If the source document has any external references, the copied document will reference the same documents.

Number of Copies

Choose the number of copies to create.

  1. Click Next to proceed. The CopyDocument Wizard (Step 2 of 3) page appears similar to the following figure.

  1. Select a destination folder for the copied documents and then click Next. The CopyDocument Wizard (Step 3 of 3) page appears similar to the following figure.

  1. Confirm the information that is shown is correct and click Finish. The document is cloned using the options that you selected.

Related concepts

Copying documents

Related tasks

Copying documents out of the vault


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