Copying Documents

This entry is part 8 of 22 in the series Focus Guide - Document and Item Basics

Once you have created a Spitfire document, you can choose to copy the document as a starting point for a new document. The new document will have its own Doc Number. There are two ways to copy a document.

To create a copy from a document:

  1. From the document’s Actions and Options menu, select Copy this Document.
  2. In the Copy Document dialog box, make the necessary selections and click Copy.

 

To create a copy from the Project Dashboard:

  1. From the document’s listing on the Project Dashboard, click Copy.
  2. In the Copy Document dialog box, make the necessary selections and click Copy.

Copy Document Options

Project The project from which the document will be copied. If you copy from a document, this field will be populated and read-only.
Document Type The Doc Type to be copied. If you copy from a document, this field will be populated and read-only.
Document Description/Title of the document to be copied. f you copy from a document, this field will be populated and read-only.
New Project The project for the copied document. By default, this project is the same as the source project, but you can look up a different project.
Also Copy Items All Items on the original document will be copied to the new document and assigned new Item numbers.
Also Copy Route The route on the original document will be copied to the new document.
Include Attachments The attachments on the original document should also be listed on the new document.
Link to source document The new document will include the original document as an attachment.
New Due Date A new due date for the new document.
Number of Copies How many new documents should be created.
Recur Option How often a new document should be created. Only available when the Number of Copies entry is greater than one.
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