The Duplicate Document feature lets you quickly create a copy of an existing document. This is useful when you need to send the same document to different recipients or reuse a document structure without creating a template.
How to duplicate a document
Option 1: From the Documents list
- Go to the Documents page in the left navigation.
- Find the document you want to duplicate.
- Click the action button on the right side of the document row.
- Select Create Copy from the dropdown menu.
Option 2: From the document view
- Open the document by clicking on its title.
- Click the Actions menu in the top right corner.
- Select Create Copy.
What does the copy include?
The duplicated document will include the same file, settings, and field placement as the original. You will be able to review and update the signers, title, message, and other settings before sending.
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