Copy To New Document

Copy to a new document link

Creating a new document by copying from an existing document can be a great tool to help save time year to year. When copying to a new document, generally all fields will copy forward except for dates, signatures, and deliberations/meeting notes. (In some cases, depending on document type, there may be other select fields that don't copy forward.)

In order to copy to a new document:

• The existing document needs to be marked complete.
• You need to have permission to copy the document type.
  • Administrators control whether or not users can copy to a new document.
  • This can be controlled on a per form basis.

To copy to a new document:

1. Visit Caseload or All to find the document(s) you want to copy from.
2. Check the document(s) you want to copy.
3. Click on the Actions menu button along the top and select Copy to a new document.
4. You will receive a pop-up giving you the option to share the new document(s) with the same people. If you wish to do so, click the checkbox.
5. Select Copy Document to continue.
6. You can also copy to a new document from within a completed form by clicking the lock icon and selecting Copy to a new document.

Do not use copying a document as a substitute for creating a formal amendment or correcting completed documents. Doing so can cause serious state reporting issues.