Making a duplicate
Updated over a week ago

What is a duplciate?

A duplicate is an exact replica of an existing Version. It will have the same design and interactivity, but will not include Document Settings such as Style, Security Rule or Menu. This is because they are set at Document level, not Version level.

Benefits

  • Create a newer version to make updates to (useful if the Document Link has been distributed, as this open the most recently created and published version in a document).

  • Create multiple similar versions that only require a subtle changes.

  • Create a backup copy.

  • Create a copy in another users account for them to use and amend.

How duplicate of a version

Navigate to the Document Management page for your version.

  • Select Documents from the main menu followed by ‘Search’.

  • Select ‘Manage’ for the document.

  • Select ‘Manage Version’ for the version you would like to duplicate.

  • Select ‘Duplicate’ from the list of options available.

  • You will then be prompted to select where to save it (this can be an existing or new document depending on your requirements).

  • Select ‘Create Version’ to create an independent version.

💡 Any interactivity will be copied, unless the ‘Copy Interactivity’ checkbox is unselected within Advanced Features).

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