Copying a document to another project
- Matthew Lynch (Unlicensed)
- Matt Lynch
You can copy a document to another existing project. Both working versions and significant versions can be copied. A new working version will be created in the project the document is copied to.
How to copy a document to another project
On the Project Tab, select Copy to another project from the Actions menu next to the document version you want to copy
Select the Project you want to copy the document to. As you start typing in the Project field, a list of matching projects will be shown.
Enter a version description in the Version description field. This must be different from any existing version description in the project you’re moving it to.
Leave “Strip out page/line number” ticked.
Click Copy.
A copy the document will be created in the specified project in a folder with the same name as the original’s folder.
The permissions on the newly created document will be the default permissions, regardless of the permissions set on the document you are copying. If you want to restrict its access, you will need to update the permissions on the newly created document as soon as you have copied it. See Managing document permissions.
The short title of the document you copy will inherit the same title as the project that you're moving it to.
If you copied a significant version (the grey versions on the right hand side) it will create a working version (green version on the left hand side) and the folder will be named "Significant version"