October 15, 2025October 15, 2025| Soni YorkSoni York|
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Did You Know?

Spitfire offers various ways to copy one document’s Items onto another document. Depending on the situation, you can choose the method that will work best: copy a document and include its Items, use the Get Existing option or use a workflow script.

Copy a Document and Include Its Items:

You can copy a whole document, including all its Items, if your purpose is to create a new document that contains the same Items as the existing document. This method can involve a “template” document that provides the starting point for new documents of that Doc type.

  1. Either
    1. click the Copy Doc icon on the Project Dashboard:
    2. or select the Copy this Document option from the document’s drop-down menu.
  2. On the Copy Document dialog box, click the Items checkbox to check it. (You should also change other fields and checkboxes, such as Project, if appropriate.)
  3. Click the Copy button to create a new document with the copied Items.

Use a Workflow Script:

You can also copy Items from one document to another when copying documents through an ATC workflow script, triggered through routing or the Workflow Script Library. The workflow script would need to include the following command:

ATC: COPY project docno; WITH ITEMS

Use the Get Existing Option:

You can use the Get Existing option on many Doc types to copy Items from a different related document into the current document, for example to copy Commitment Items onto a CCO or Receipt. (See Important Note below.)

  1. On the Items tab on the target document, select the Get Existing option from the drop-down menu.
  2. Click the Select Items option.
  3. Select your Items then click the Done button.

Important Note:

The Get Existing option works in a particular way for Submittal/Submittal Packages, Proposed Change Orders/Change Orders, and CCOs/Pay Requests. In all those Doc types, the Get Existing option does not copy the Item, but rather provides links on multiple documents to the same one Item

The Get Existing option on

  • Submittals and Submittal Packages allows you to get/link Items from the Submittal Item Register.
  • Proposed Change Orders and Change Orders allows you to get/link Items from the Change Item Register.
  • CCOs and Pay Requests allows you to get/link Items from the corresponding Commitment.

KBA-01893; Last updated: October 28, 2025 at 8:46 am

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