(Dansk version)

Copying document by the context menu

You can use the copy function to create a duplicate of the document in another location.

• The duplicate can be saved in the document's original location.
• You can copy multiple documents at once, so you can rearrange documents quickly and easily.

<aside> ⚠️ Please note:

• After this action, DocuNote will provide you with the latest version (draft or published) you have permission to access.
  • Learn more about Organizational roles  and assigning a permission to View Draft.
  • When copying a document for which the latest version is published X.0, the copy will be published with version 1.0
  • When copying a document for which the latest version is draft X.Y, the copy will be draft with version 0.1 (Y>0)
• Above logic does not apply to Agenda module where copied documents will always be draft.
  • when copying agenda item for which the latest version is published X.0, the copy will be draft X.1
  • when copying agenda item for which the latest version is draft X.Y, the copy will be draft X.Y+1 </aside>

<aside> 💡 TIP:

• It is possible to set whether new version should be As source (default) - Published - or Draft

(See more here Documents settings - accessing settings requires the right permissions.) </aside>

To copy a document, right-click the document and select Other functions>Copy to location from the context menu.

The dialog box “Choose location” will appear

The document can be copied to any location which is allowed by the permissions.

To make a copy to a location different from the original document's location:

1. In the Choose location dialog box, select the appropriate location.
2. End by clicking “Copy and close”
   • Or “Copy” if you want to copy multiple times

<aside> 💡 Tip:

• While copying, you can create a new organizational item by clicking the relevant New... button on the toolstrip.

• You can also use the "Search" box to search for a location, just like Favorite folders and recently used locations can be used to navigate to the desired location.

• It is also possible to copy the document as an attachment to another document. Select the desired document, choose “Copy/Copy and close” and then select Copy as attachment

  

• Copying can also be done using Ctrl+C/V following the same rules </aside>