How does Make a Copy work in PromoMats?
If the creation of a related document to the one already created is needed, it is available for the users to make a copy of the document so they both are related to each other.
In order to make a copy of a document simply follow the steps below from the original document page:
- From the Action menu, click on Make a Copy.
- A new pop up window appears. There are choices available to copy either the content, fields, attachments, or all.
- Once the new document is created, the relationship to the original document appears under the Document Information section:
The new document has a different document number.
Vault Help Documentation: Copying Documents
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