How to Duplicate a Document

The Duplicate Document feature lets you quickly create a copy of an existing document. Useful when you need to send the same document to different recipients or reuse a document structure without creating a template.

Option 1: From the Documents list

1. Go to Documents in the left navigation.
2. Find the document you want to duplicate.
3. Click the action button on the right side of the document row.
4. Select Create Copy from the dropdown menu.

Option 2: From the document view

1. Open the document by clicking on its title.
2. Click the Actions menu in the top-right corner.
3. Select Create Copy.

What the copy includes

The duplicated document includes the same file, settings, and field placement as the original. You can review and update the signers, title, message, and other settings before sending.