Overview
So far, users only had the ability to clone templates and there was no easy way to create duplicates directly using existing Documents. You first had to convert them into a template -> And then use the template to create a similar looking document.
What's new?
- You can now simply click on clone within a document and create a duplicate document
How to use?
- Go to Payments -> Documents and Contracts -> Dashboard
- Click on the sub-menu options -> Select clone
- A new Document with "Document Name Copy" will be created
Why we built it?
- For users dependent on repeatedly sending similar documents but with slight changes, the cloning process is now simpler.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article