Copy a Doc - Paid Feature

What does it do?

Want to make a copy of your draft so you can take it in a new direction without affecting the original? Quickly make a copy of the document! 
Note: This feature is available with a paid subscription.  Update  your subscription today!


Copy a Doc

  1. Go to the Docs widget 
    1. In Simplified or Hybrid layout this will be found under the Project Info & Docs icon on the left sidebar
    2. For instructions on how to open the docs widget see Open a Widget.
  2. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  3. Select Copy.
  4. Give the copy a different name than the original.
    1. Do not change the action option
    2. Select any additional doc options such as Make doc private or Invite collaborators to join you on document
  5. Select Create

OR

  1. Go to Portfolio
    1. Select the portfolio (folder) icon OR go to File > Open Project
  2. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  3. Select Copy.
  4. Give the copy a different name than the original.
    1. Do not change the action option
    2. Select any additional doc options such as Make doc private or Invite collaborators to join you on document
  5. Select Create


View of three dots visible when hovered over

View of options available for each doc

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