NB. There are two ways you can copy a document - Copy it for the same customer OR copy the document to use it for a different customer.
For both options, you need to go to the File menu and click 'Copy Document'
When you need to copy it for the same customer, you can either select and existing job from the drop down, or, type in a new job name. If you do not give your copied quote a new job name, it will automatically be given the same name as the document reference.
Click Create Document to finalise the new document;
If you would like to copy a document to use for a different customer, you first need to clear the pop up using the clear button on the top right
This will clear all the fields apart from the Reference and Job Name;
You can enter details here for an entirely new customer or an existing customer.
If your details are for a new customer, you will be offered the option to create/save your new company like in the example below. When ready, click Create Document on the bottom right.
If you need to copy the document for an existing customer, once you start typing their email address OR company name, you will be able to select them. For example
